Details of how to create and invoice warranty/insurance jobs correctly in DragonDMS.
Create the job as normal and add all of the components (Labour, Parts, Oils etc.) to the job. From within the Service Record, click on the Customer button. The Customer tab should have the details of the customer who actually owns the vehicle.
Adding a Warranty/Insurance Company
From the Customer button within the service record, click on the Wty / Ins tab and add the details of the warranty/insurance company as shown below:
Invoicing
From within the service record, click on the Invoicing button and then the Invoice tab. When a Warranty or Insurance company has been added to the record, you will have the option to print both an invoice for the Customer and an invoice for the Warranty or Insurance Company. All of the costs will show on the Warranty / Insurance Invoice.
By default all of the jobs and total costs will show on the Warranty / Insurance Invoice and the Customer Invoice will show all the work and parts added to the invoice but the amount due will be £0.00.
Customer Excess
Any Insurance Excess should be entered in the Excess field on the main invoicing screen. The value of the excess will be added to the Customers Invoice and deducted from the Warranty / Insurance invoice.
VAT registered customers
Customers who are VAT registered will have the VAT element of the job added to the Customers Invoice and deducted from the Warranty / Insurance Invoice. To mark a customer as VAT registered you must enter their VAT number on their contact record.