If you need to update or correct finance details on an existing deal, follow these steps:
Navigate to the deal either from your Deals list or via the vehicle by clicking View Deal.
On the Deal Overview, go to the Payments/Financials section.
Click Edit to unlock the finance fields.
Update any relevant information, such as:
Finance provider
Term
Type
Amount financed
Once updated, click Save and Continue or Approve if the deal is ready to progress.
Your updated finance information will now reflect throughout the deal, including the Document Pack and financial summaries.
Switching a Deal from Finance to Cash
If a deal was originally stacked as finance but the customer decides to pay in cash, you can easily update this:
Navigate to the deal via the Deals list or by selecting View Deal from the vehicle.
Go to the Payments/Financials screen.
Locate the Payment Method section and change it from Finance to Cash.
Review and update any financial figures that may be affected (e.g., balance, additional charges, settlement information).
Click Save and Continue or Approve if the deal is ready.
Once saved, the deal will update automatically and any finance-related documentation will no longer generate.
Switching a Deal from Cash to Finance
If a deal was originally stacked as a cash purchase but needs to be changed to finance, follow these steps:
Navigate to the deal via your Deals list or by opening the vehicle and selecting View Deal.
Go to the Payments/Financials section of the deal.
Locate the Payment Method area and change the option from Cash to Finance.
Enter the required finance details, including:
Finance provider
Term
Type
Any additional finance-specific fields
Once all information is completed, click Save and Continue or Approve if the deal is ready to progress.
The deal will now display the finance details, and an Invoice to Finance Company will be generated in the Document Pack once approved.