Attaching a loan vehicle to the customer's invoice records who had the car and lets you charge for it if you need to. This article shows you how to set up the loan car product and add it to an invoice.
THIS FEATURE IS AVAILABLE FOR GOLD & PLATINUM CUSTOMERS ONLY
If you wish to have the Loan Vehicle details attached to the customer invoice you would need to set up the Loan Vehicle as a 'Product'
To Set up the Product:
1. Go to 'Products' then click on the '+'
2. Fill in the Vehicle details and make sure the 'Don't Upd. Qty' is switched to 'YES'.
3. Add a 'Retail Price' if you wish to charge the customer a fee for the loan vehicle.
4. The click 'Save'
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
Related Articles
- Create your Loan Vehicle Terms and Conditions
- Create a Customer Invoice
- Add Vehicle Details to a Booking or Job Card - Customer Invoice
