DealersEdge Professional Forums

Are there any hard and fast rules for when to use opt 90 vs 96 when closing a counter invoice ? We've been on Dealertrack for 2 weeks and we continue to debate 90 vs 96 to close invoices on a daily basis ? Thanks, Lee

90 and 96 only play a role when the Cashier to print invoices has been checked in PD>Application Env

96 does not close an invoice, it creates an initial invoice that can be recalled using 94. If all your counter slips go to a cashier for payment you should use 96
because you don't know the payment method being used--it would then be recalled using 94 and closed with 90 by the cashier. In our department we have our own cash
box and credit card machine so we are the ones that close the invoice with 90. We use 96 when parts are going out for delivery, when driver returns we
recall the invoice with 94, make any changes such as customer decided he didn't want somthing, and then 90 it which puts it to accounting.
I probably got a little long winded on this but what it boils down to is 96 does not go accounting and 90 does.