Dealer Financing Menu

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Dealer Financing Menu

 

This menu only appears in the tool bar after clicking on the 'Buy Here Pay Here' Icon in the Main Sections tool bar:

 

MenuBar

Clicking on Dealer Financing in the menu bar causes the Dealer Financing pull-down menu to appear.  Many of the options in this menu are also duplicated on the left side of the BHPH screen.

DealerFinancingDropdownMenu

Make Payment -- Opens the 'Customer Payment' window allowing you to indicate that you received a customer's payment and applied it toward their loan balance.

Edit Payment -- Opens the 'Customer Payment' window using information from a highlighted customer payment, allowing you to edit information.

Customer Statement -- Runs the 'Customer Statement Report.' This is the same as clicking the Statement button on the left side of the BHPH screen.

Receipts Report -- Runs the 'Payment Receipt Journal Report.' This is the same as clicking the Receipt Report button on the left side of the BHPH screen..

Receivable (Late) Report -- Runs the 'Receivables Report.' This is the same as clicking the Receivable Report button on the left side of the BHPH screen..

Print Coupon Book -- Prints payment coupons for all of your accounts within a period of time you specify.

Payment Due Statement -- Helps you remind customers of payments that are currently due or are late. Add filters, print coupons for payments due, then mail the coupons to your customers as a friendly reminder.

Projected Cash Flow -- Prints a report showing projected cash flow for your Buy-Here/Pay-Here loans within a period of time you specify.

Recap Report -- View basic information such as customer and vehicle information, loan information, and profit status. You can view specific types of accounts like Weekly or Bi-Weekly, Closed or Open, or even for specific sales people.

Income Report -- Prints a profit report of all monies collected on Buy-Here/Pay-Here loans within a period of time you specify.

Commission Report -- Prints a report of all monies paid to your sales staff for commissions on your Buy-Here/Pay-Here loans within a period of time you specify.

Missing Receipt Report -- Prints a report of deleted Buy-Here/Pay-here payments and their corresponding receipts.

Payments Collected -- Prints a report of payments that have been received within a certain date range.

Default/Repo/Return -- Opens the 'Repossess Vehicle/Default Loan' window which allows you to indicate that a customer has defaulted on a loan and the vehicle was repossessed.

Modify Due Date -- Opens a window which allows you to change the due date of a customer's next due payment.

Edit Beginning Balances -- Opens window to allow the transfer of a loan from a prior DMS system.

Future Payoff Amount -- Allows you to calculate the payoff amount for any of your Buy-Here/Pay-Here customers.

Finance Company Uploads -- Creates an Excel table to upload loan information to United Acceptance or other loan purchasing company from Lot Wizard