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Lists

Service Billing > Lists

The Lists page defines records for a set of built-in lists. These built-in lists are used for item lookups, and data filtering and data grouping on reports.

Built-in lists include:

  • Customer Groups - Defines the groups used to classify customers.
  • Expense Activity Types - Defines expense categories and optionally defines a sub-list of a expense types for each expense category
  • Invoice Delivery Methods - Defines invoice delivery methods.
  • Invoice Footers - Defines standard text that displays at the bottom of printed invoices.
  • Labor Activity Types - Defines activity types used to group labor entries.
  • Manufacturers - Defines the list of manufacturers to select from when defining a part.
  • Notes Templates - Standard text that can be added to a general entry note.
  • Terms - The payment terms agreed to by the customer for payment of billable items. Payment terms can be mapped to the external accounting system using the Terms tab of Account Mapping. Service Billing terms are assigned to a customer using the Customer > General tab. Built-in payment terms include:
    • Due On Receipt
    • Net 10
    • Net 30
    • Net 45

Actions

  • New - Adds a record to the list.
  • Edit - Edits an existing record.
  • Delete - Deletes an record from the list.
  • Set Default - Sets the default record for each list.