Processing a Motability Deal

When handling a Motability deal where two invoices are required—one to the Motability company (for the vehicle purchase) and another to the customer (for additional accessories)—follow the steps below to ensure accurate invoicing and account balancing.

Step 1: Configure the Finance & Information Section

• During the order process, navigate to the Finance & Information section.
• Ensure the PX Deposit Valueincludes both:
  • The customer's contribution towards the vehicle.
  • The cost of any additional accessories or options purchased by the customer.

Step 2: Invoice the Motability Company

• Create an invoice for the Motability company that reflects only the purchase of the vehicle.

Step 3: Invoice the Customer for Accessories

• Generate a separate invoice for the customer to cover the cost of any additional accessories or options.

Step 4: Final Adjustments and Balancing

• Once the final figure from Motability is confirmed, apply a discount to the vehicle’s metal (the base price of the car) in the system.
• This adjustment will ensure that all financial figures balance accurately.