Invoice Report - Added Repair Financing Filter
We’ve enhanced the Invoice Report by adding a new Repair Financing filter, making it easier to locate and analyze invoices that include financed repair work. Previously, users had no direct way to distinguish these invoices from standard invoices, making reporting and follow-up more time-consuming. With this new filter, dealers can quickly narrow report results to only invoices associated with repair financing, improving visibility into financed work, simplifying reporting, and making it easier to review, track, and manage financing-related transactions.
Locating the Invoice Report and New Filter:
Go to Reports
Under Invoice, click on Invoice Search
Click on New Search
Find "Repair Financing" and select value from dropdown
Click Update Report
Screenshots
Locating the Invoice Report and New Filter
Notes:
Repair Financing is required for this filter to be available in the Invoice Report.
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