Step 1: Creating a deductible kit
- Create a kit with the following products:
- FR2: BUSINESS DEDUCTIBLE (non-taxable product and “deductible” category)
- TAX: TAX (non-taxable)
Step 2: Client estimate for insurer
- Make a detailed estimate for your client (windshield, moulding, etc.).
- Take note of the tax amounts by clicking on the button: “See tax details” at the bottom right.
Step 3: Add the kit “KFE”
- Put the amounts at 0 for the TAXES with right amount.
- Adjust the amounts of the DEDUCTIBLE products.
- Remove the taxes from the invoice by selecting a taxable item from the estimate and clicking on the tax icon (at the bottom right). Then double-click on “EXT”.
- Apply the change to the whole estimate by answering “YES” to the question.
- Bill the insurer by adding its name in the client file as “Bill to”.
- Save the invoice/estimate number to search for the transaction and validate what was done.
Step 4: Client deductible invoice
Option 1 – Manual
- Make an estimate for the client.
- Add the “KFE” kit.
- Adjust the values of the DEDUCTIBLE and TAXES products in step 2.
- Add a note with the invoice number.
Option 2 – Automatic (eliminate typing errors)
- Make an estimate for the client.
- Click on the magnifying glass to search the estimates (at the top right).
- In the “invoice” step, search for the insurer’s invoice (e.g.: with the invoice number)
- Click on the icon with the paper and pencil.
- Select the items to be transferred.
- Click on the green button to copy them to your initial estimate.
- Change the negative quantities to positive quantities.
- Bill them.