Follow these steps to raise a sales invoice for a New buyer of a vehicle. Step-By-Step Guide: 5. Click on ‘Add New’ under ‘Customer Details’ 6. Complete buyer details 7. Complete sales details. 8. Click on ‘Save’ NOTES:
Category: Sales Invoice
How to raise a Sales Invoice – Existing Buyer
Follow these steps to raise a sales invoice for an existing buyer of a vehicle. Step-By-Step Guide: 5. Click on ‘Add Existing’ under ‘Customer Details’ 6. ‘Assign Existing Contact’ box will appear. Select the seller from your list of contacts. 7. Click on ‘Assign’. Details will be pulled through to the ‘Customer Details Form’ 8. […]
Sales Invoice – Different Billing Details
Follow these steps to raise a sales invoice for a buyer who has different billing details. You can use this process if another person or company is financing the car for the customer. Step-By-Step Guide: 5. Complete Customer details a. ‘Add New’ if a new buyer, or ‘Add Existing’ if the customer is in your […]
Financing A Vehicle
Follow this guide to see how to add a finance settlement against a vehicle you are selling. Step-By-Step Guide: 4. When you scroll down to the total, you will see that the ‘Amount Finance’ field will be updated to show how much the finance company is paying towards the balance of the vehicle.
Sales invoice – Additional Sale Items
If you have sold extra items i.e. Service Plans, Vehicle accessories with the vehicle at point of sale, you can add these to the sales invoice. Follow our guide to see how to add these additional items onto the sales invoice. Step-By-Step Guide: 5. Complete the ‘Customer Details’ section 6. Complete the ‘Sales Details’ section […]
Sales Invoice – Part Exchange
Follow these steps to raise a sales invoice for a buyer who is part exchanging their current car for the new vehicle. Step-By-Step Guide 5. Complete Customer Details 6. Complete Sales Details 7. Scroll down to the ‘Part Exchange’ box 8. Click on ‘Add part exchange’ 9. A pop-up box will appear asking for Part […]
Sales invoice – Part Exchange – No VRM
Use this method of uploading a part exchange if the vehicle has no VRM information. This will include vehicles that are Pre-Reg, have private registration plates or for caravans. Step-By-Step Guide: 7. Complete the part exchange vehicle information 8. Click on ‘Submit 9. The information you have just entered will appear under ‘Extra Info’ 10. […]
Sales Invoice – Multiple Part Exchange Vehicles
You are able to put multiple part exchange vehicles on a sales invoice. Follow these steps to find out how to do this. Step-By-Step Guide: 6. Click on ‘Submit’ 7. The VRM lookup pulls through the part exchange vehicle details 8. Click on ‘Submit 9. The part exchange vehicle will now show up on the […]
Part Exchange Vehicle with Outstanding Finance
You may have a customer who is part exchanging a vehicle in with outstanding finance. Step-By-Step Guide: 6. Click on Submit. 7. The finance settle details will now show in the totals due box. 8. Click on ‘Save’
Adding a Part Exchange Vehicle to Stock from Sales Invoice
This handy tool is for when you decide you want to sell on any part exchange vehicle. Step-by-Step Guide: Add and complete the part exchange vehicle information and submit. 2. Click on ‘Add to Stock’ in the upper right corner of the vehicle info box on the sales invoice. 3. A pop-up will appear – […]