How do I create an insurance workshop job?
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Contents
Summary
To create a Workshop Job so that the keeper of the vehicle can pay the excess and the Insurance Company pay the Invoiced amount.
Additional Information
In Order to create a Insurance Workshop Job you will need to first go to "Workshop Management" -> "Workshop Diary". Here you will need to create a workshop job.
On the Job Properties Screen
Create the workshop job as a standard workshop job, adding any relevant labour or parts to the job that will be required to complete the job.
- Enter the Keepers Account code, or search for it via <Ctrl+F1>.
- Enter the Vehicle stock code, or again search via pressing <Ctrl+F1>.
 | Add as much information to the workshop job as you can. See 'See also' section for articles on how to post job information. |
Insurance Invoicing Set-up
Now that the job has been setup it is time to setup the invoicing requirements to turn the standard workshop job into a Insurance workshop job.
- Click on the [Third Party] tab.
- On "Type:" select 'insurance'. This will then produce more options on the screen.
- On the "Insurer:" Enter the Insurance Account code, for which the workshop job will be charged to. use <Ctrl+F1> to search.
See also
- Creating Workshop Jobs
- How do I add more description to a Workshop Job?
- How do I add Parts to a Workshop Job?
- How do I add Labour to a Workshop Job?
