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. For example, a vehicle you have already sold or a customer's vehicle you have booked in for repairs.

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

You cannot 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 if an eSignature is required.

Clicking 'Create Invoice' will give you an invoice draft, ready to be issued to the customer.

Click '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 click 'Mark as Paid'.

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

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

Related Documentation

Usage Guide

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