• Complete the Invoice Case

    There are two ways to complete an invoice transaction. Either via the action “Booked”, or via the action “Paid POS”. The case is closed as soon as your customer pays the invoice online, has picked up the vehicle (action “Delivered”) and the payment has been recorded in the internal booking…

  • Vehicle Pick-Up

    After successful online payment, the transaction status in your internal invoice dashboard directly changes to “Paid”. You can now hand over the vehicle to your customer. After the vehicle has been picked-up, select the “Delivered” action in order to mark the service process as finished.

  • Online Payment

    After you have successfully created a new invoice case, your customer will receive the invoice by email, which contains the information on the completion of the vehicle and the payment link. On the payment page, your customer is offered various payment methods, such as a credit card, PayPal or instant…

  • Create a New Invoice Case

    It is possible to create a new invoice case via the button “Create invoice” in the invoice dashboard. You can also use the button “Upload invoice” to use the OCR functionality. A new case must be created for each invoice. In the first step, all customer and invoice data have…

  • Completion of the Repair Order

    After the service advisor confirmed the clearance or your customer has accepted all additional repair recommendations, parts department (if available and marked as necessary) and the responsible technician will receive an overview of the confirmed positions with the request to complete the work on the vehicle. The completion of the…

  • Order Extension

    Additional Service Recommendations. In the event that an additional repair need is identified and qualified, your customer will be informed and will receive the additional repair recommendations, which can be viewed on the customer landing page. In addition to the description of the single positions, the request includes a list…

  • Qualification by Service Advisor and Parts Department

    As soon as the technician completed the inspection and possibly the detailing, the parts department (if available and marked necessary by the technician) and the responsible service advisor receive a notification that the repair order case is ready for qualification. While parts department adds the necessary parts costs and can…