Overview
Dealerware's billing engine lets you charge for fuel, excess mileage, daily rates, and other vehicle expenses, based on your Program configurations.
If a charge declines, or the Charge Later option is used in Dealerware Mobile when finishing a contract, the customer will not be charged and an unsettled balance will be created.
*The accounting permission is required to apply a balance to an invoice, charge, or refund. You can charge an invoice balance when the contract is in the following statuses: Booked, Pending, Started, Finished.Locate an Invoice
- Select Customers from the main menu
- Search for and select the applicable customer profile
- In Customer Details, select the Contracts tab
- Select the Contract associated with the invoice
- In Contract Details, select the Billing tab
Edit an Invoice Balance (optional)
- In Contract Details: Billing, navigate to the Invoice section
- Select + Add Charge or Credit
- Select the Adjustment Type dropdown (choose Charge to increase the balance or Credit to reduce the balance)
- Select the Category the transaction applies to
- Enter a Description (this will appear on the customer’s receipt)
- Enter the dollar amount
- Select Add
- Select Confirm
- Navigate to the Payment Information section and observe the new Amount Due total
- Select Charge or Credit (based on the Adjustment Type selected when editing the balance)
Charge an Invoice Balance
- Navigate to the Payment Information section
- View the balance
- Select the Charge button (you can edit the balance by following the steps above)