How to add default finance rates and settings for sale agreements

Step 1: Go to your contacts > search for the Finance Company you would like to edit

Step 2: Open up the contact and go to the Administration tab

Step 3: Click on the … button next to Finance

Step 4: Enter the default Buy and Sell rates for this finance company

Note: You also have the option to specify the ‘Money Outstanding’ settings by going to the Settings tab

You can also choose to have default products added to the sale when this finance company is selected, this is in the Products tab

Click OK to save your changes

Step 5: When selling a vehicle, select the finance company from the Financier drop down box in the ‘Payments’ tab

Step 6: Click Yes to use the default settings

This will bring through the sell rates

You can see the buy rates in the Sale Settings