When a dealership, fleet or parent company pays for work on someone else’s vehicle, IntelliDrive keeps both sides straight: the account that pays gets the bill, and the customer you served keeps the vehicle record.
Dealer and fleet billing is part of every IntelliDrive OS account at $79/month. Any sale, quote or invoice can name a bill-to account, such as a dealership, a fleet or a parent company, that pays for work done on someone else’s vehicle, along with a PO number.
The bill-to account gets the receipt, the payment link and the statement. The customer you served keeps the vehicle record and the warranty.
Accounts you trust can be charged On Account, and you can send any account a statement for the dates you choose, with the car owner and the PO number on every line.
Add the dealership or fleet as a customer. Turn on Credit Authorized (On Account) if they are allowed to pay later.
On a customer who always bills to that account, set Bills to. The Sell page then fills in the bill-to account whenever you choose that customer.
On the Sell page, choose the customer whose vehicle you worked on, add or confirm the bill-to account, and type the dealer’s PO number.
Send the payment link to the paying account by text or email, take another payment method, or choose On Account to add the amount to their balance.
In Statements, pick the account and the date range, check the preview, then download the PDF or email it from IntelliDrive.
Every sale has the customer the work was done for, usually the vehicle owner. You can add a second customer, the bill-to account, who pays: a dealership, a fleet or a parent company. Leave it empty and the same person pays, as usual.
A customer can have a default bill-to account. Set Bills to on their record and the Sell page fills it in every time you choose them; you can still change or remove it before checkout. Quotes and invoices carry the bill-to account and PO number too, and a quote you turn into a sale keeps them.
IntelliDrive splits the paperwork by role, so nobody gets a document meant for someone else.
You type the PO number on the Sell page, and you can add or correct it on the sale later. It appears on the sale, on the emailed receipt next to the bill-to name, and on each line of the account’s statement.
Yes, if you allow it. Turn on Credit Authorized (On Account) on the paying account’s customer record. At checkout, choose On Account as the payment method and the amount is added to that account’s balance instead of being collected.
On Account needs a customer or a bill-to account on the sale. Once a sale has been charged On Account or has been sent to QuickBooks, its bill-to account can no longer change; to move it, void the sale and ring it again.
Open Statements, pick the account and the date range (the last 90 days by default). The statement shows the opening balance, every On Account charge and every invoice in the period, the payments recorded on those invoices, a running balance and the ending balance.
On a dealer’s statement each line names the car owner and the PO number, so the dealer can match it to their own records. Download the statement as a PDF or email it from IntelliDrive. Statements are sent when you choose to send them; nothing goes out automatically.
The paying account’s customer page shows its balance, its lifetime sales including jobs billed to it, how many customers bill to it by default (“Pays for”), and its transaction history, where each job billed to it is tagged with the customer it was for.
Yes. Ring up the sale for the customer whose vehicle you worked on and add the dealership as the bill-to account, with their PO number. The dealership gets the receipt, the payment link and the statement, and the vehicle record and warranty stay with the customer you served.
On the sale, on the emailed receipt next to the bill-to name, and on each line of the dealer’s statement. You type it on the Sell page and can add or correct it on the sale later.
Yes. Set the dealer as that customer’s Bills to account and the Sell page fills it in each time you choose that customer. You can still change or remove it before checkout.
Yes, if you turn on Credit Authorized (On Account) for that dealer. Then choose On Account at checkout and the amount goes on the dealer’s balance instead of being collected now. You can also send the dealer a payment link by text or email.
Yes. Open Statements, pick the dealer and the date range, and download the PDF or email it from IntelliDrive. Each line shows the job, the car owner and the PO number, with a running balance. Statements go out when you send them; there is no automatic schedule.
Nothing extra. Bill-to accounts, PO numbers, On Account charges and statements are part of every IntelliDrive account at $79 a month per business, with unlimited users.
30 days free. A card is required at signup and the first charge is on day 31. Cancel in Settings, Billing before then and you pay nothing.