AuctionGate | Logistic CRM system - Copart & IAAI auction invoice generator
On the lot page, you can create an invoice to pay for the purchased vehicle at the auction. To do this, click on (Figure 1, Pointer 1).
Figure 1 - Lot page
In the window that opens, indicate the client’s first and last name, his passport details and the amount to be paid (Figure 2). Be sure to check that the information you entered is correct.
To save data, click on the button “Create”.
Figure 2 - “Invoice for auction” window
As a result of the completed actions, an invoice for payment will be created, which will be displayed above (Figure 1, Pointer 2).
To create a PDF invoice format, click on the button (Figure 1, Pointer 3), after which the account will be opened in a new browser tab. To download the file, click on the button “Download PDF”, which is located at the top of the page (Figure 3, Pointer 1).
Figure 3 - View invoice
To download the payment receipt, click on the button (Figure 1, Pointer 4), after which the download window will open. Select the appropriate receipt file on your computer or device and confirm the download.
The same actions can be performed through the deal modal window in the "Auction invoice" section (Figure 4, Pointer 1).
Figure 4 - Deal Modal Window