Creating a Payment, that does NOT go through daily book, on a Financial Receivable before the Deal is Capped – DealerVu Help Center

How to create a Payment, that does NOT go through daily book, on a Financial Receivable before the Deal is Capped

Creating a Payment, that does NOT go through daily book, on a Financial Receivable before the Deal is Capped

When processing a payment on a finance invoice, at the time of its creation, choose “Yes, create a Payment” and check the box asking it is an Adjustment Payment. The following screen will be displayed:

Click the icon with the three little dots to select an account, type in the notes/memo field, confirm the date is correct, put in the Amount Paid value, and post.

If you wish to add an adjustment payment to a finance invoice after it has already been created, go through the Receivable Transactions screen to Invoice Payment. Click on Add Invoice and input the deal # as the invoice number. Continue as usual, ensuring you do not tag a cash drawer.

Related articles