There is no question that one of the highest volume actions in a DMS is selecting a method of payment to cash out a customer. Most dealers are looking for ways to customize and configure methods of payments to set a default or the order in which the payments are displayed in the drop-down list. DX1 will let you do exactly that so make it your own.
In this document, we will cover the following topics:
- How to set a default method of payment
- How to configure methods of payments to default to "Please Select"
- How to order your method of payment list order in the cashiering drop-down
- How to set a default method of payment
- Go to "Dealership Settings" by clicking your initials in the orange box in the top right corner of DX1.
- Click the Method of Payments option in the left navigation menu.
- As a note "Cash" is set as the default method of payment in DX1.
- To change the default method of payment from cash to another, simply remove the "0" from the "Cash" method of payment and click Save.
- Open the method of payment you would like to set as default, assign "0" in the order field and click save, simple as that. In this example, it will be set for VISA/MC/ATM/EFT
- Go to "Dealership Settings" by clicking your initials in the orange box in the top right corner of DX1 and click the app reset option, this will apply the changes to the system.
- Go to "Dealership Settings" by clicking your initials in the orange box in the top right corner of DX1.
- How to configure methods of payments to default to "Please Select"
- Go to "Dealership Settings" by clicking your initials in the orange box in the top right corner of DX1.
- Click the Method of Payments option in the left navigation menu.
- Remove the "0" from the "Cash" method of payment and click save.
- Go to "Dealership Settings" by clicking your initials in the orange box in the top right corner of DX1 and click the application reset option, this will apply the changes to the system.
- Go to "Dealership Settings" by clicking your initials in the orange box in the top right corner of DX1.
- How to order your method of payment order in the cashiering drop-down
- Go to "Dealership Settings" by clicking your initials in the orange box in the top right corner of DX1.
- Click the Method of Payments option in the left navigation menu.
- Simply open each method of payment and enter the number you would like the method of payment to display in the list.
- Go to "Dealership Settings" by clicking your initials in the orange box in the top right corner of DX1 and click the application reset option, this will apply the changes to the system.
- Go to "Dealership Settings" by clicking your initials in the orange box in the top right corner of DX1.
Product Manager Notes and Tips:
- If you have a lot of AR Charge customers, make sure to give the AR Charge method of payment a "0" order. This will make sure that any time an AR customer is added to an invoice it will default to the AR Charge method of payment. Then decide what you would like as your default method of payment for non-AR customers and give that method of payment a "0" order as well. This will make sure when a customer is not AR it will default to that desired default method of payment every time.
If you need further assistance, reach out to our support team in any of the numbers of ways listed below. Good Luck!
