Removing/Changing a Chosen Lien Holder

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Removing/Changing a Chosen Lien Holder

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If you assign a Lien Holder while entering a sale, and wish to change that Lien Holder later on, you can do so in the Customer Activity screen. You can also change the amount that you are due to receive from the Lien Holder or the Reserve Payment on this screen.

 

review pricing

How Do I Get There?

 

 

First, click on option L - Review Pricing & Lien Holder.

 

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To change the Lien Holder completely, simply click on the Select Lien Holder button under "Lien Holder Information" and select a different Lien Holder.

You can also use this option to modify the existing Lien Holder, by highlighting your Lien Holder in the "Select Lien Holder' screen and clicking the Change button.

If you would like to remove the Lien Holder for a sale and not select another, click the small red 'x' to the right of the Lien Holder.  By default, the system will consider your company as the Lien Holder.

 

 

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