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HOW TO: Import Credit Apps

If we host your dealership website and you utilize our secure online credit application then you have the option of importing submitted credit apps into your cloud-based DMS.  Here’s how! 1.  Access your online credit apps Login to your credit app backend by clicking the…

How to E-Mail a Receipt

You can email payment receipts by making then PDFs and emailing the attachment.  Here’s how!   How to email a payment receipt: 1) CHANGE YOUR PRINT SETTINGS From the home screen click the PRINT CENTER under the Getting Started then check the box Always ask…

How to Create a Buyer’s Order for a Bank

If your customer plans to get financing from their own bank or lender it is common practice for the bank to request a buyer’s order or bill of sale.  Printing one is easy with our Prepare a Quote screen. First, From the Getting Started menu…