Adding and Invoicing Warranty Jobs
Adding a Warranty Provider
-
Warranty Providers (such as third-party warranty companies or parent companies) must be set up under their own Customer record.
-
Customers that are having vehicle work done can be assigned to a Warranty Provider.
-
This allows you to split the invoice:
-
Bill the Warranty Provider for work covered under the warranty.
-
Bill the vehicle owner for any remaining charges.
-
To Set a Customer as a Warranty Provider:
-
When Adding a New Customer, check the Warranty Provider checkbox to identify this Customer as a warranty company that may be financially responsible for repairs.
Invoicing Warranty Jobs
-
On the Work screen, click the None link next to Warranty.
-
Select the Warranty Provider >> Complete any of the applicable boxes on the Warranty Details screen >> click Update.
-
Create the Work document as usual.
-
When converting the RO to an invoice, you will be asked to split the invoice.
-
Click OK.
-
-
Create a Split Invoice to take payment from both parties.