How to Add and Manage Side Notes in Buy Here Pay Here

IN THIS ARTICLE

• Adding a Side Note
• Managing Side Notes
• Making Side Note Payments
• Filtering Accounts with Side Notes

Adding a Side Note

To add a Side Note loan in the Buy Here Pay Here module:

1. Open the customer's account.
2. Click Additional Actions and select Add Side Note or navigate to the Side Note tab and click Add New Side Note.
   
   
   
   
3. In the Side Note setup window, choose the Side Note Type:
   • Side Loan: Used for general expenses such as repairs.
   • CPI Side Loan: Used for financing Collateral Protection Insurance (CPI).
     
     
     
     
4. Set the Start Date for the Side Note.
5. Enter the Note Amount and specify the number of payments.
6. Select a payment frequency and choose whether to link payments to the regular loan.
7. Click Add to finalize the Side Note.
   
   
   
   

Managing Side Notes

The Side Note tab provides a summary of all active Side Notes. To review details:

1. Navigate to the Side Note tab in the customer’s account.
2. Review contract dates, remaining balances, payment frequencies, and schedules.
   
   
   
   
3. Click the number next to Schedules to view a detailed breakdown.
4. If necessary, cancel a Side Note by selecting Click to Cancel. Note that cancellations are permanent.

Making Side Note Payments

To apply a payment to a Side Note:

1. Open the Payment Window for the customer's account.
2. Review the Side Note Due field.
   
   
   
   
3. Click the three-dot icon to expand details of all active Side Notes.
   
   
   
   
4. Select Side Note as the payment type if making a separate Side Note payment.
   
   
   
   
5. Enter the payment details and click Save.

Filtering Accounts with Side Notes

To filter accounts with active Side Notes in the BHPH Active Accounts List report:

1. Open the BHPH Active Accounts List report.
   
   
   
   
2. Click Filter+ and select Side Note Balance.
3. Set the filter condition to Greater Than 0 and click Add New Filter.
   
   
   
   
4. Click Run to generate the filtered report.