Customer and Vehicle Details on the Invoice

The right side of the invoice holds everything about who and what you are working on. STANDARD INFORMATION shows the name, phone, email, vehicle, plate, VIN, odometer and Total Gross Invoice, with Customer Status, Vehicle Status, the Writeup Employee and the Cash Out Employee, and the recommendations left from the last visit. The quick buttons beside it jump to each panel or open vehicle information such as MANUFACTURER SERVICE INTERVALS, CARFAX HISTORY and VEHICLE DETAIL SPECS. EDIT VEHICLE INFORMATION and EDIT CUSTOMER INFORMATION hold the fields you can correct. Changes you make here also update the customer's and vehicle's own records when you save.

5 how-to answers 3 screenshots Open in ARM Markdown

How do I correct the customer's details on an invoice? #

From the Home Screen, click Invoices → Invoice List, open the invoice and click EDIT.
Click EDIT CUSTOMER INFORMATION to jump to the panel.
Correct the Name, Residence Telephone #, Address, Zip, City, State or Email. Name and Residence Telephone # are required. Your shop may ask for a password before the name, phone or address of an existing invoice can be changed.
Choose who referred them in Referred By, and fill in R.O. Number, Authorization Code or Name of Driver if you use them.
Click SAVE. The customer's record is updated too.

Edit Vehicle Information and Edit Customer Information

How do I correct the vehicle or odometer on an invoice? #

From the Home Screen, click Invoices → Invoice List, open the invoice and click EDIT.
Click EDIT VEHICLE INFORMATION.
Correct the License Plate #, VIN, Year, Make, Model, Sub Model or Engine Size. Typing a full 17-character VIN looks the vehicle up for you.
Enter the Odometer reading, or tick No Functional Odometer. On a new invoice, ARM warns you if the reading is lower than the last visit and offers to put back the old reading.
Click SAVE.

How do I ask a customer to opt in to texts or emails? #

From the Home Screen, click Invoices → Invoice List and open the invoice.
In EDIT CUSTOMER INFORMATION, click OPT IN beside the Residence Telephone #. ARM texts the customer, and they must reply START and then YES.
Click OPT IN beside the Email to send a verification email. The customer opens it and clicks Click Here to agree.
If the customer has no email address, click NO CUSTOMER EMAIL, enter your name and click Save, so the invoice can be saved without one. Your shop may ask for a password.

How do I mark a customer as tax-exempt? #

From the Home Screen, click Invoices → Invoice List, open the invoice and click EDIT.
In EDIT CUSTOMER INFORMATION, click EDIT RESALE STATUS.
For a reseller, tick Change to Reseller (permanent change), enter the Resale Number, and attach the Reseller Document. This changes the customer's record, and your shop may ask for a password.
For a finance company that is exempt on this job only, tick Exempt Finance Company (only for this invoice) and enter the Company Name.
Click Save Changes. Sales tax and taxable fees are removed from the invoice.

How do I set where the customer heard about us? #

From the Home Screen, click Invoices → Add Invoice and open the new invoice. The Referral Form opens by itself if your shop asks for referrals.
Click the referral in the list, such as WALK-IN or FRIEND OR FAMILY.
To add a new one, type it in Add Referral and click ADD.
Click DONE. The choice appears in Referred By.

Screenshots

Standard Information and the quick buttons