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Releasing Vehicles |
Basic Vehicle Release:
From the call details screen select the Release
button from the bottom part of the screen and the release
screen will appear.
- Select Release Type from
pull down menu. Your choices are as follows:
Owner (registered owner, legal owner, insurance company,
owner’s agent)
Buyer (lien sale buyer or sold on title turned over by
owner)
Commercial Account (a commercial entity that has an
account with you)
Agency (police department, sheriff’s office, etc.)
- Select Release To: - the
person you are releasing the vehicle to from the pull
down. If that person is not listed on the pull down you
may type it in. A screen will appear and state "This
person has just been added to the Tow as an interested
party. Would you like to enter person’s info?
Yes to enter details, No for quick add or cancel"
We recommend clicking yes so that you may enter all
the details, otherwise you will only have the name.
- Select Release Authority
from the pull down menu. You may change your options for
release authority in Lists.
- Select Paid Via from the
pull down menu, this too can be edited in Lists.
- If paying by check or credit
card, note the check number or credit card authorization
number in the Check/CC # field.
- It will record payment in full
unless you edit the payment amount.
- Click Release & Print.
Vehicle will be released from inventory and the release
date, release authority and employee releasing vehicle
will be automatically stamped on the call detail screen.
- If at anytime you make a mistake
or need to cease the release, just click the Cancel
button and you will be returned to the call details
screen.
Accepting Title in Lieu of Payment:
From the call details screen select the Release
button from the bottom part of the screen.
- Select Release Type from
pull down menu. Choose Owner.
- Select Release To: - the
person you are receiving the title from on the pull down
menu. If that person is not listed on the pull down you
may type it in. A screen will appear and state "This
person has just been added to the Tow as an interested
party. Would you like to enter person’s info?
- Yes to enter details, No for
quick add or cancel" We recommend clicking yes so
that you may enter all the details, otherwise you will
only have the name.
- Select Release Authority
from the pull down menu. Choose title or pink slip, or
whatever you have set up in the release authority list
to indicate the owner turned over title.
- Select Paid Via from the
pull down menu, this too can be edited in lists.
- If paying by check or credit
card, note the check number or credit card authorization
number in the Check/CC # field.
- Change the amount paid to
what, if any, the owner is actually giving you.
- Click Accepted Pink Slip
button. A screen will appear with one of the two
following options:
Vehicle already has a lien sale clear date of
##/##/####
To include this vehicle in the next available lien
sale, enter the desired date below, or click cancel.
- A title receipt will print
(whichever format was selected in agency). The field
marked Pink in the call details screen will be
automatically date stamped to indicate a title was
received. Vehicle will remain in inventory until it is
sold, but storage will not accrue.
Invoicing One Call to Two or More
Parties:
- Select the Invoices
button at bottom of call detail screen and the existing
invoices screen will appear.
- Select New Invoice button
from bottom of screen.
- Select Invoice Type for
the first invoice from the pull down menu.
- Select Invoice To from
the pull down for the first invoice.
- On the Charges on this
Invoice screen, select the charges you do not want
to invoice on the first invoice and click the Remove
Item button.
- In the Payments screen,
select payment type and indicate amount being collected
with first invoice.
- Click the Create Invoice
button. You will be asked if you want to print the
invoice. Once you have made your selection you will be
returned to the call detail screen.
- Select the Invoices
button at bottom of call detail screen and the new
invoice screen will appear.
- Select Invoice Type for
the second invoice from the pull down menu.
Invoice To from the pull down for the second invoice.>
- On the Charges on this
Invoice screen, select the charges you do not want
to invoice on the second invoice and click the Remove
Item button.
- In the Payments screen,
select payment type and indicate amount being collected
with second invoice.
- Click the Release & Print
button if this is the final invoice, if not, select
Create Invoice button.
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