How to process insurance repair orders

Once the repair order has been completed, it should then be costed up, and either marked as Work Finished & Invoice Ready, or the invoice should be completely processed if you are not waiting on customer payment.

The repair order will need to be marked as Insurance Claim, with the Insurance Company and Excess Amount entered in the Edit RO screen.

1. In the Repair Order List screen, find your RO and click Invoice.
   
   
   
2. Ensure the costs have been added to the RO. If they have not, click Review Job Charges to add all costs associated.
   
   
   
3. If the customer has not yet arrived to make payment, we want to mark the RO as Work Finished & Invoice Ready.
4. Click Prepare Invoice, then Prepare Customer Invoice.
   
   
   
5. Enter the Completion and Invoice Date.
6. Click Add Excess Payment.
7. Enter Payment Details then click Add Excess. If required, tick the box to provide the customer with an Invoice for the Excess.
   
   
   
   
   
8. The Excess Charge Line will have the insurance company as the charge client.
   
   
   
9. Click in the drop down under the Code column to payment line for the remaining amount.
10. Click Work Finished & Invoice Ready.
    
    
    
    
11. A pop up will appear asking if you want to Print or Email the invoice
    
     
12. Once you are ready to process the invoice, click Process Payment, then Process Customer Payment.

13. The details entered in the Prepare Invoice step have been retained. If the payment method differs you can change here.

14. Click Process Invoice.

    
    

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