Purchases From Customer = Credit?

[timbre4]

One of our reps has a new customer shop moving to Manager SE from a previous system and has this question. When they purchase a vehicle or parts from one of their customers, they create an invoice where the outcome is to give the customer a credit to be used in their shop. Does have any input as to a preferred method to accomplish this? Thanks

[ricmorin]

We often purchase vehicles from customers. Most of the time we put them into loaner service. My SA came up with this.....

She created a payment type called Transfer. This is used to give the customer the credit for the car. Just make a payment in the correct amount onto the customers account using that payment type and note the details in the Ref. field.

[timbre4]

Thanks! I'll share this.

[artadot]

We quite often purchase vehicles and transmission cores from customers. I do an invoice using sublet, so it doesn't affect our margins, with a description of what was purchased, and then put in a negative amount, and then just post the invoice, it will give that customer a credit