How to Refund the Entire Parts Invoice
Video Links:
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Step by step with audio: Click link below
Or read below for step by step instructions
Note: When working with ANY Parts Invoice, each user will need to click save button at least every 20 minutes. If a user walks away from the open Parts Invoice without saving within that 20 minute time frame changes to the Parts Invoice will be lost!
IMPORTANT: Once the Complete Sale button is clicked any additional changes CANNOT be made to the return invoice!
Click on the Sales tile from the DX1 Dashboard or click Menu in the upper left hand corner., scroll down to Sales and click on the arrow as shown.
Choose History from the menu on the left hand side.
The user can either search for the customer or click on the customer name if shown on the first screen. Click on the customer name to open the completed invoice.
Click the Return All button in the upper right hand corner. This will place a -1 in the return field automatically then click continue.
DX1 has now created a new invoice that will be linked with the original ( in the example Parts Invoice # 1197) Dealers can choose to charge or remove a default restock fee by clicking on the icon as shown. For further details on how restock fees work click on the link below.
Note: For the above link once in the article scroll down to Example # 2
Choose the Method Of Payment that the customer will be refunded their money by( cash check, Visa etc….)
Note: DX1 defaults to a cash method of payment
Note: The refund amount can be given back by more than one method of payment ( example half check half cash.) If this method is used two payments will need to be taken one for each amount.
Once the Method of Payment is chosen the amount being refunded ( shown as a number in parentheses in the Amount Received box) click the payment button.
The amount of the return will show in the payment section of the invoice. With all parts returned the Balance Due will show zero. Click the Complete Sale button in the upper right hand corner The return is now complete.
If applicable, select how the customer will receive their receipt information
