Enter Payments and Other Transactions
This screen is accessed by selecting from a customer's Customer Activity window.
Click on the area of the screenshot you have questions about! You will not be able to adjust anything that appears in Green lettering on this screen.
There are 13 different types of transactions to choose from. You must select your transaction type before you enter the payment amount.
▪Payment - Cash
▪Payment - Check
▪Payment - ACH
▪Payment - Money Order
▪Payment - Credit Card
▪Payment - Debit Card
▪Payment - Cashier's Check
▪Add Late Fee
▪Add Other Fees
You can designate how your payment was received.
You have the ability to assess "other fees" for any reason and manual "Late fees" from the drop down. Other than being added manually the function the same as other fees.
Enter a Forgive Payment to Credit the Customers account, but not show that any money was received by the dealership.
Bad Check / Bad ACH / Card Chargeback (Electronic payments only)
Selecting one of these transactions for ACH or Chargeback will give you the ability to select the bad payment and have all balances reverse automatically. For Bad Check, you have the ability to select from a list the bad check (using the customer's transaction history) OR you may enter the check number and have the system auto-fill the rest of the amounts.
You may either type in the date or click to bring up a calendar to help you select the correct payment date. You may backdate payments up to 999 days.
You may enter a description, or use the description that automatically comes from the transaction type.
Initials are required in order to save a sale. If each user has their own login and password, that information will be used in lieu of manual initials entry.
Apply Payment to:
Once you have entered the amount of the payment, you may choose which part(s) of the balance to apply the payment towards.
Two system options can affect this area: one requires the fee balance to be first in line for payment money, while the other requires the contract balance to be paid off before applying money towards the fee balance. Un-checking both options removes all restrictions.