Inputting a Payment for Parts
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.
Did this answer your question?