Inputting a Payment for Parts

Inputting a Payment for Parts VUE_Training

Parts > Cashier > Parts Invoices

Inside the Primary Grid:

1. Filter/Sort the Primary Grid to locate the Parts Invoice.

2. Select the Parts Invoice by clicking on the corresponding line.

Within the Parts Invoice screen:

3. Click the Payments hyperlink.

4. In the Payments window, click in the Payment Type field.

5. Select the type of payment the customer is using.

6. Press the [Tab] key.

7. If the payment amount is different, input the amount in the Amount field.

8. If an additional Payment Type is needed, click [Add].

9. Click [OK].

10. Click [Save] in the Action Ribbon.

· If the Customer # field is:

o Red – The customer does not have any charge privileges with the dealership.

o Yellow – The customer does have charge privileges, but is over their Credit Limit. The ability to override is a permission. Please see your Accounting Manager.

o Green – The customer does have charge privileges and available credit.

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