Mitchell Diagnostics Invoice Settings

1. On the navigation pane, click Settings.
2. On the Settings page, click Invoice Configuration.

   

3. On the Diagnostic Invoice page, click the invoice profile.
4. Enter a description of your line item in the Line Item Label field.
5. Do one of the following:

• Click Flat Rate: Enter the amount for the flat rate item in the Amount field.
• Click Hourly: Enter the number of hours for the line item in the Hour field and the cost per hour in the Amount/Hr field.

7. Click + Line Item to add additional lines as needed. You can enter up to 20 line items. Click next to any lines items you want to delete.
8. Click + Remarks and enter any additional descriptions you want to appear on the invoice in the Remarks box.

   

9. Review the information in the Shop Name and Address box and make any necessary changes. Changes made here only affect this invoice profile.

10. Click Done when complete.

Create multiple Diagnostics Invoice Profiles to manage different rates for multiple sets of customers. Profiles can be modified as needed.

1. Click Settings on the navigation page.

2. On the Settings page, click Invoice Configuration.

3. On the Diagnostics Invoice page, click + Add Invoice Profile.

4. On the New Invoice Profile page, enter a name for the profile that is easy for you to identity in the Profile field.

   

5. Enter a description in the Description field.

6. Enter a label for the line item for the charge you want to apply in the Line Item Label field. This name appears on the invoice.

7. Do one of the following:

• Click Flat Rate and enter the flat rate amount charged for each scan in the Amount field.

• Click Hours and enter the number of hours charged for each scan in the Hours field and the amount charged for each hour in the Amount/Hr field.

8. Click + Line Item and enter rates for additional line item charges if needed.

9. Click + Remarks to enter any notes about the profile.

10. Review the information in the Shop Name and Address box and make any necessary changes. Changes made here only affect this invoice profile.

11. Click Done when complete.

Use the Duplicate Invoice Profile feature to copy the existing invoice profile information and make amendments as needed. This feature helps you create Invoice Profiles more easily by reusing some settings from an existing profile.

1. On the navigation pane, click Settings.

2. On the Settings page, click Invoice Configuration.

3. Click next to the Invoice Profile you want to copy.

4. Click Duplicate Profile.

   

5. Change the name of the Invoice Profile in the Profile field.

6. Complete or amend the profile information as needed. All required fields must be completed before saving your changes.

7. Click Done.

Make changes to an existing Invoice Profile at any time.

1. Click Settings on the navigation pane.

2. Click Invoice Configuration on the Settings page.

3. Click the profile you want to modify on the Diagnostic Invoice page.

4. Apply your changes, and then click Done.

Set the default Invoice Profile used on future invoices. This is the Diagnostic Profile used for the invoice if a profile isn't selected manually when the invoice is generated.

1. Click Settings on the navigation pane.

2. Click Invoice Configuration on the Settings page.

3. Click next to the profile you want to set as default, and then click Make Default.

MD-200/ MD-350/ MD-500 users can create multiple Diagnostics Invoice Profiles and use the profile as needed for generating an invoice. You can delete single or multiple Invoice Profiles that are no longer needed to easily manage your profiles.

1. On the navigation pane, click Settings.

2. On the Settings page, under Diagnostics, click Invoice Configuration.

3. Do one of the following:

• Click the check box next to the Invoice Profiles you want to delete.

• Click the check box in the column header to delete all Invoice Profiles.

4. Click Delete.

   

5. Click Delete at the prompt.

When you are editing and reviewing the Invoice Profile, you may find that you do not need it. You can delete the Invoice Profile from the Edit Profile page while you are still editing it.

1. From an open Invoice Profile on the Edit Profile page, click Delete.

   

2. Click Delete at the prompt.