The Invoicing system allows you to create a simple invoice for a customer. This is useful when a customer needs a record of parts or service that you had done to their vehicle. This is not a replacement for a true management system, but just a small utility to let you print invoices and collect payment or charge to a customer's account.

The first step is to click the small green button next to the account number and select a customer from the list to create a bill for.

The next step is to click on the add item button on the lower left side to add a blank line that you can free type in or if you have created items in the master inventory list, use the small dropdown. You can then enter a quantity and price as well as a flat labor charge per line item.

The Total button updates the invoice total. The Print button prints an invoice and the finalize ask you if you want to charge the account or collect for the transaction at the point of sale.

The list will contain only items that are billed for on todays date. You can go to any of the service buttons found throughout the system, i.e. inventory, Accounts or History and get a complete list of all transactions.

The amount that is billed to the customer will create an entry in their payment details that shows a service transaction in the description with the full amount that was billed in the expense column. If you received a payment towards this, another line item in the payment details will show the amount credited towards the customer account. The expense column will show a positive number, i.e. 120.00 as a charge to the account and a negative number, i.e. -120.00 as a payment received. These transactions will show up in the daily closeout.

If you have billed a client for service and they come in to make a regular payment on their account, the system will prompt you to collect for the expense before you process the regular payment.

Dealertrax Sales Manager runs two seperate transaction lists for account balances. The primary customer balance contains payments on account related to their original purchase and the expense balance maintains a list of service or repair payments and charges.