Invoice Extra: 3rd Party Finance Providers

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Go to Invoice > Extra > 3rd Party Finance Providers

Usage: A dealer sells a car to a customer but a third party is partly financing the transaction. This data is used in the Invoice > Payment tab

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

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Add the 3rd party Finance Provider, for example Stannic as a customer.



Step 1 - Invoice to the customer who buys the car.


In the payment tab select the 3rd Party Provider, in this case Stannic.

The 3rd Party Financing amount will be filled in automatically.

The deposit amount will be calculated and displayed in red. This amount should be given to you by the customer now. Enter the amount, for example in the Credit Card field and press enter. The 3rd Party Finance Amount will now change to the Item Amount - Deposit (the amount that Stannic owes you).

The amount Stannic owes you will be the amount less the fee %


Step 2 - Payment

Select Stannic Finance.

Fill in the tendered amount and the 3rd Party Finance amount and select the Provider.



When making the payment, select the 3rd party financing provider in the Payment Tab.


Keywords: 3rd Party Finance Providers