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.
Transactions can only be charged in Dealerware Web after an associated contract is complete.
The accounting permission is required to apply a balance to an invoice, charge, or refund.
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 below