Add Invoice for a Non-Fleet Customer

Add Invoice opens on Select Type of Customer. Choose NON-Fleet Customer for an everyday retail customer who pays at the counter. You can find a returning customer by License Plate #, by VIN, or by name or phone number, and if the customer is new you add them in Add New Non-Fleet Customer on the same screen. ARM does not create the invoice until you pick the vehicle and click SAVE & GO TO INVOICE, so nothing is written if you stop part way.

4 how-to answers 3 screenshots Open in ARM Markdown

How do I start an invoice for a returning customer? #

From the Home Screen, click Invoices → Add Invoice.
Click NON-Fleet Customer.
Under REPEAT Customer (Non-Fleet) Search By, type the License Plate # and click GO. You can instead type the VIN and click GO, or type part of the name or phone number in Search Name/Phone # and click SEARCH.
Click SELECT beside the customer. Searching by License Plate # takes you straight to that vehicle; the other searches show the customer's list of vehicles.
Click SELECT beside the vehicle being serviced.
In the Odometer window, enter the Odometer reading and choose the Writeup Employee.
Click SAVE & GO TO INVOICE. The invoice screen opens with the customer and vehicle filled in.

Search Non-Fleet Customer and Add New Non-Fleet Customer

How do I start an invoice for a new customer? #

From the Home Screen, click Invoices → Add Invoice.
Click NON-Fleet Customer.
Under Add New Non-Fleet Customer, enter the Name and the Contact Number. Both are required.
Leave Allow SMS and Allow Email ticked if the customer agrees to texts and emails. ARM sends them a message asking them to confirm.
Enter the Home Phone, Email, Address and Zip Code. City and Select State fill in from the Zip Code.
Click SAVE. The customer's vehicle list opens, and it is empty.
Click ADD VEHICLES, add the vehicle, and click SAVE.
Click SELECT beside the new vehicle, enter the Odometer reading, and click SAVE & GO TO INVOICE.

What happens if the customer already exists? #

From the Home Screen, click Invoices → Add Invoice → NON-Fleet Customer.
When you save a new customer, ARM checks for a customer with the same name or phone number.
If the name and phone both match, ARM shows Warning! Duplicate Customer and selects the customer you already have, so you cannot create a copy.
If only the name or only the phone matches, ARM shows the existing customer and their vehicles. Click YES: Use Existing Customer Name to use them, or NO: Create a new customer name & ID if this really is a different person.

Why does ARM tell me the car belongs to a Local Fleet Account Customer? #

From the Home Screen, click Invoices → Add Invoice → NON-Fleet Customer.
When you search by License Plate # and the plate is on one of your Local Fleet Account Customers, ARM shows "This car belongs to a Local Fleet Account Customer, please click on Local Fleet Account Customer."
Click Local Fleet Account Customer and search again, so the work is charged to the fleet account.
If the vehicle is on both a fleet account and a retail customer, ARM asks VEHICLE FOUND UNDER FLEET! Click Yes to use the fleet account or No to use the retail customer.