You may have a customer who is part exchanging a vehicle in with outstanding finance.
Step-By-Step Guide:
- Click on ‘Add Part Exchange’ in the Part Exchange box on the Sales Invoice
- Complete the Part Exchange Vehicle details and click submit
- Further details of the vehicle will be shown, including a section named ‘Finance Settlement.
- Select the Finance Company
- If the Finance Company doesn’t appear in the drop down list, you will need to add them first on the ‘Contacts page’
- Complete the rest of the Finance Settlement Details
6. Click on Submit. 7. The finance settle details will now show in the totals due box.
8. Click on ‘Save’
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