Depending on your selection, additional information may be needed. May show a Y or an N to indicate if the repair order has been closed.Ĭhoose from: All, Status, Closed, Last Name, Make, Completed, Delivered, Estimator, or Insurance Co. Name of the insurance company handling the claim. Name of the estimator for the repair order. The Gross Profit percentage for the repair order. The total combined amount from the customer and the insurance company.ĭate the vehicle was delivered to the customer. The amount due from the insurance company
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Note: For abbreviated column headings, roll your cursor over the heading to see the full name or description. This is only available for QuickBooks users. It will post the back-flag in the labor posted tab with the date it was processed here.Īllows an Invoice, a Job, or all sales to be saved as a. Confirm the original closed date and make note of it for re-closing later.Īllows you to change the close date of a repair order.Īllows you to back-flag from the Accounting > Sales tab if the labor is over 100%. If a repair order needs to be re-opened in order to correct costs, select this option. You will be allowed to select the "Close" date when the dialog box appears. Select when you are ready to close the repair order. This allows you to un-void the repair order. If a repair order is voided, the this option becomes enabled. The sale totals and costs will be removed. Select this option if you need to void the repair order. If a sale is inadvertently "Set as Trasnferred," select this option to remove the flag and return the repair order to the list. When a sale is closed, but will not be transferred to accounting, select this option to clear it from the list. Select this option to create all jobs in accounting prior to posting payments. Prior to sending payments to accounting, if the job information is not created, you will receive an error message. These reports can be previewed on your screen and/orĪfter the repair order(s) is/are selected, clicking this option sends the sales to Accounts Receivable.
Reports can be generated from the Sales tab, for both posted and yet-to-be (Not available on all accounting packages.) If you choose to transfer only a summary of the repair order, select the Transfer.Use Closed Date - If the repair order is closed prior to transferring, the closed date will automatically be populated as the invoice date.Use Delivered Date - The delivered date will automatically be populated as the invoice date.Select one of the three options for the Invoiceĭate Below - select or enter the date in the box below.To select more than one RO but they are not in sequence, hold the CTRL key as you click each RO line to be included.Or, hold your mouse on the first line and drag it through to the last line. To select more than one RO in sequence, click the first line, hold the SHIFT key, and then click the last line to be included.It is highly recommended that only one sale be transferred at a time until you become familiar with the interface and are sure that the taxes are transferring to your accounting package correctly. Wish to post to accounting by highlighting them.
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