Aftersales Invoices

An aftersales invoice is for any products and services you want to associate with a particular vehicle, without the vehicle being part of the sale. e.g, a vehicle you've already sold or a customer's vehicle you've booked in for repairs.

You can create aftersales invoices for both normal In Stock vehicles as well as Customer and Courtesy vehicles.

You can not create aftersales invoices for To Order vehicles.

From the vehicle's Orders & Invoices menu, you can create both Aftersales Invoices and Aftersales Orders (which you can use to agree a deal and then convert to an invoice later on). For more information on invoices & orders see our Creating Invoices, Purchase Invoices & Orders documentation.

You can also see any previous aftersales invoices and orders linked to the vehicle on this page.

When creating an invoice from the aftersales section, you need to add the Customer that you are invoicing to.

The vehicle details are populated for you, confirming the vehicle this invoice is to be forever associated with.

Now you just need to add a Pre-Existing Product from your Sales -> Products section.

Or add a One-Off Product.

Below this, you have your Finance section. This differs slightly from a sales invoice in the sense that you can't generate a Finance Provider Invoice.

Your Options section will allow you to pick the VAT type, invoice date, and the nominal codes for your connected accounting software.

You can also choose whether to enable credit/debit card payments and request an eSignature.

Pressing Create Invoice will give you an invoice Draft, ready to issue to the customer.

Press Issue Invoice and then Share it with the customer via a website link, email or simply let them sign for it in-store.

Then collect payment as normal and press Mark as Paid.

Once payment is taken, you will have a finalised aftersales invoice.

Any aftersales invoices are kept in your normal Sales -> Invoices section and are identifiable with the wrench icon next to the vehicle registration.

Related Documentation

Usage Guide

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