To collect a a service payment, from the Service tab, click on the Invoices tab on the left, then double click an invoice from the list to open it’s details, then click Collect Payment at the top.
There are two types of payments that can be collected for a Service Invoice: Customer Payments and Internal Payments.
When a customer is paying directly for the service, click Collect Payment to open the Record of Collections, then click Collect Payment.
A payment window will open, enter the following:
- Date received
- What this payment applies to
- The next payment due (if they are not paying in full)
- Any notes regarding the payment
- Then select the payment method and click Save Manually.
This will create a new entry in the record of collections.
The Total Amount field shows the total amount of payments collected for this invoice.
Double-click a payment to edit it.
Click Receipt to view the receipt for the invoice that is highlighted.
When the cost of the service is paid by the dealership, click Collect Payment to open the Record of Collections, then click Collect Internal Payment.