Print Agreement

WinAuto is capable of printing agreements with multiple direct billing accounts and multiple pay parties. Any adjustment charges will appear on the second page of the agreement. Multiple copies of agreements can also be printed.

Agreement Header: Your company logos (one large and two small logos are user selectable), company name, address, telephone and fax #, dealer code

Agreement Control: Agreement # (Office ID Prefix + up to 7 digits), Open/Close/Adjust Entry Date and Time, Service Advisor or Authorized Personnel ID and Mnemonic, Copy ID

Corresponding Document Reference # or ID: Repair Order #, Manual RA#, Foreign City Agreement#, Work Order #, Claim #, plus two spare IDs

Customer Profile: Customer ID, Name, Address, Home and Work Telephone #, Employer, Driver License #, Issued State or Province, Expiration Date, Date of Birth, Driver Restriction

Customer Vehicle: Year, Model, Registration #, License Plate #, Insurance Deductibles

Additional Driver: Driver Type (Spouse, Same Company, Other), Name, Address, Telephone, Driver License #, Expiration Date, Date of Birth, Additional Driver Cost, Restriction, Period of Driving (if different from the Open/Close period), up to 4 additional drivers

Direct Bill (AR) Accounts: Account ID, Mnemonic, Company Name, Address, Telephone #, Fax #, P.O. #, Issue Date, Authorizer, Authorized Length and Amount, Claim #, P.O.#, Policy #, and Any Other Reference # (unlimited accounts)

Insurance Direct Bill Accounts: Account ID, Mnemonic, Location or Branch #, Supplier or Vendor #, Insurance Company, Address, Adjuster Name and ID, Telephone, Claim #, Authorization Details (Length, Daily Rate, "Include Tax" Indicators, etc), Customer Deductible

Loaner/Rental Vehicle: Vehicle #, Owner ID, Make, Year of Model, Model, Color, Class, License Plate #, Issue State or Province, Check-out Details (Kilometer/Mile, Date, Time, Location/Office, Fuel Tank Level), Pre-purchase Fuel Cost or Re-fueling Service Charge, Check-in Details (Kilometer/Mile, Date, Time, Location/Office, Fuel Tank Level, Net Fuel Usage and Charges), Drop-off Charge

Loaner/Rental Vehicle Body Check: Graphical Display and print on agreement with Detail Conditions (Scratched, Dents, Chips, Undercoat, Broken or Missing, etc.)

Switching Vehicle: up to 4 replacement vehicles

General Remarks: Additional comments (up to 1000 characters)

Rate Table: Rate ID, Name, Description, Rate Details (Hourly, Daily, Weekly, Monthly, Kilometer/Mile, and Free Kilometer/Mile Per Day/Week/Month), Rules (Terms & Conditions) and Remarks

Return Information: Office/Location, Date, Time and Telephone

Charge Product Groups: Repair Charges (Parts, Labors, Sublets, Deductibles, etc.), Rental Charges (Time and Kilometer/Mileage, Additional Driver, Insurance, Deductible Waiver, Fuel, Parking Violation or Photo Radar Tickets, etc. (unlimited user defined)

Charge Details (splits charges and groups by who-pay parties): Item # or Code, Description, Unit Price, Amount, Taxes, Discount, Subtotal Before Taxes, and Totals

Credit Card Authorization (unlimited transactions): Receipt #, Payment Method, Daily Business Report DBR Date & Time, Authorization #, Authorized Amount, Note, Who-When-Where Created

Deposit/Payment (unlimited transactions): Receipt #, Payment Method, DBR Date and Time, Note, Who-When-Where Created

Net Balance: Net to customer/billing parties or company

Adjustment (Closed Agreement) Details: Previous Balance, Detail Charges (Item # or Code, Description, Unit Price, Amount, Applicable Taxes, Discount, Subtotal Before Taxes, and Totals), new Credit or Debit Notes, Apply Payment or Refund

Agreement Special Note: User pre-defined (up to 500 characters)

Agreement Footer: User pre-defined (up to 1000 characters)