This Week’s Release Includes the Following Enhancements:

  1. Batch Payments
  2. Updated Payments Report
  3. Bulk Adjust On Hand Quantities for Parts


Details are Below:


Batch Payments


Managing payments for fleet customers and other entities with negotiated terms can be time-consuming and prone to errors. The Batch Payments feature simplifies this process by allowing users to apply a single payment to multiple invoices in chronological order quickly. This functionality is not exclusive to fleet customers and is designed to support any customer type with negotiated payment terms.  

 

Key Benefits:  

  • Streamlined payment application process for multiple invoices.  
  • Improved visibility and organization of Accounts Receivable.  
  • Enhanced efficiency for shops handling batch payments. 
  • Receipt available to print or share with your customers.




Note: This feature is only available with specific packages. If you’d like to upgrade, please reach out to your Identifix account representative. 

 



Updated Payments Report


Releasing alongside Batch Payments, the new Payment Report provides a transaction log of payments and refunds in the Payments Report. It’s also an easy resource to print receipts for any transaction and to issue refunds on Batch Payments. 

 

Key Benefits: 

  • See total paid, total refunded, and total transactions over a given date range. 
  • See which ROs were impacted by batch payments. 
  • Issue refunds for batch payments. 
  • Find transactions for a specific customer, or transactions that used a specific payment method over a specified date range. 


Note: information previously found on the Payments Report tab has been moved to the End of Day tab in Reports. 

 




Bulk Adjust On Hand Quantities for Parts


This feature will you to bulk modify your inventory stock on your shelves. Users can update the quantity on hand and Shop Manager will automatically update your inventory once saved. This can be downloaded as a CSV if you have someone who doesn’t have access to inventory. This will have to be manually entered into the system after completed.