Customer pay service order

How to create Customer pay service order


Customer pay service order
 

1. Start from the DealerVu Start Window
2. Click on the Service Counter on the Department menu
3. Click on the Service Order link in the Options menu. This will open the Service Counter filter window. It is from the Service Order filter window that you will start the Customer Pay Service Order
4. To create a new Customer pay Service Order click on the “new” icon, this will open the Service Order window
5. Select the customer whose unit you will be working with by clicking on the first set of heads on the toolbar

6. This will open the Select Customerwindow where you can enter the customer’s last name or phone number or you can enter information about the unit that you will be working on such as the license number, last of the VIN, stock number or make and model. Once you enter this information click on Refresh and all customers that match the information you entered will be displayed in the result section of Select Customer window.
7. To select the appropriate customer’s unit highlight the customer and then highlight the unit and then click OK or you can double click on that unit. When you do this the Customer’s and the unit’s information will be placed on the service order.

8. With the customer and unit selected you can add the required parts and labor to the service order as needed.
9. When the work is completed and the customer is ready to pay and pick up their unit you will need to pay the service order. To do this you can use the quick payment keys-to get a list of those keys click on file then select quick payment from the menu.

 

• If you select a quick payment key you will get a confirmation dialog box to confirm that this is the payment method you want to use.
• If you chose cash (F4) you will get an Amount Tendered window where you can enter the total amount the customer gives you and the pressing enter will show the change you need to give back:

10. Clicking on Pay will pay the Service Invoice and then you can close the Service Order by clicking on the close icon  in the top right corner.
11. If the customer is using multiple payment methods, click on the payment tab on the Service Order

12. This will open the Payment window for the Service Order, to add a payment click on the Add Payment icon  this will add a line to the payment list section. First you will need to click in the Payment method box and click on the down arrow to get the list of available payment methods.

13. Select the appropriate payment method and then enter the amount that they will be paying with that method. After you en ter the amount of payment you will need to press Enter then click on the Add Payment icon  to add another line if the customer is using just two payment methods then all you will need to do is click on the down arrow in the payment method column and select the second payment method.
14. Once you have all payment methods selected then you can pay the service order by clicking on the Save icon This will mark the Service Order as paid and print an invoice for the customer.

What can go wrong & what can you do about it?
 

In creating a Customer Pay Service Order the only issue you can have is selecting either the wrong unit that is being worked on or the wrong payment method. If you find that you have the wrong unit on the invoice you can change the unit (as long as no payments have been recorded) by clicking on the Select Customer icon and then select the correct customer. The other issue is that you selected the wrong payment method when paying the invoice in this situation you could re fund the entire invoice using the incorrect payment method and then clone the original invoice and pay with the proper payment type.

Contact Support for more information:
North America - 855.322.1217 
Australia/Asia Pacific - 61.2.9037.2450 extension 2 
Fax Line - 866.896.1045 (notify support@dealervu.com when faxing documents)