<< Click to Display Table of Contents >> Navigation: Using The System > Basic Features > Drop Down Menus > 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:
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.
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