At the shop
The final invoice is $4,680. The customer pays a $500 deductible. The insurer remits $4,000 against its $4,180 share. A manager wants to distinguish delivery from financial close.
Set up the demo
Use the sample records below when entering this fictional repair.
Records to enter in the demo
| Reference | Owner or event | Record entry |
|---|---|---|
| BILL-836 | Final invoice | $4,680 total. Customer share $500, insurer share $4,180. |
| PAY-836A | Customer at pickup | $500 received against the customer share. |
| REM-836B | First insurer remittance | $4,000 received against insurer balance. |
| REM-836C | Second insurer remittance | $180 received three days later. |
Who owes money after the first remittance?
Customer balance is $0. Insurer balance is $180 because $4,180 less $4,000 is $180. The final $180 clears the insurer amount. Each payment retains its own date and payer.
Run the handoff
- Apply the two payments without blending the payer balances. Ask the advisor for a customer-facing receipt and accounting for an open-receivable report.
- Post the final $180 on a later date. Check that the customer still shows $500 paid and that the insurer balance clears once.
Where AutoHound fits
AutoHound documents separate customer and insurer receivables and balance checks at closeout. Run this case with the advisor and bookkeeper looking at their own views. Read the AutoHound field guide.
What to record
A vehicle can leave the premises before every accounting task is complete. Ask exactly what delivered, paid and closed mean in the product. Write down the role, screen and document that prove the result.
AutoHound feature reference