Payment Break-Down Sheet (PBS)

Video: 

PBS Screen

Tutorial:

 

13 STEPS

1. Open PBS (Payment Breakdown Sheet)
The PBS tab allows you to record how payments should be collected.

 

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2. 1) Pre-Paid: payment has already been received
2) Billing Payor: you will be billing at a later time (insurance is sending payment in mail, eft, etc.)
3) Due At Delivery: payment should be collected when the vehicle is picked up at delivery

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3. The goal of this screen is to record where you will be receiving all payments from so that the "Difference" box balances to 0 at the bottom.

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4. The Original Insurance Payment in the amount of $3000.00 has already been received. Reflect it in this screen.

Type in 3000.00 and Click the Notes Section to enter a note.

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4b. Click

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5. The customer owes a $500 deductible.

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6. The deductible is Due At Delivery

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7. Enter 500.00 in the box and click the notes box to enter a note.

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7b. Click

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8. We are going to bill the insurance the remaining supplement. (Billing Payor)

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9. Type 531.50 in the box and click the Notes box to add a note.

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9b. Click

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10. Once the Difference box balances to 0.00 it will turn green. Click Approved Break Down

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11. The PBS Tab now says "Apprvd".
If a supplement is brought in after the PBS has been marked as approved, it will remove the checkbox. The new totals will need to be reflected in the form and approved again.

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12. You can quickly view the Amount to Collect at pick up here.

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13. That's it. You're done.
To read more about the PBS screen visit Payment Break - Down Sheet (PBS)

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2347589/PBS

 

 

The Payment Break Down Sheet (PBS), found in the customer Folder under the PBS tab, allows you to record how payments should be collected.

 

When you first click the tab, if there is a deductible or betterment on the Folder, and it is different from what is on the PBS tab, you will be prompted on if you would like to replace the field with the estimate amount or keep it as $0. 

 

 

 

Below is an example of how a PBS tab might be filled out. The goal is to balance the totals entered against the estimate totals to determine how much should be collected at Delivery. 

 

There are three columns for each field:

 1) Pre-Paid: payment has already been received 

 2) Billing Payor: you will be billing at a later time

 3) Due At Delivery: payment should be collected when the vehicle is picked up at delivery 

 

There is no save button for this screen. When you complete a field, the change will be automatically saved after you click away 

Once everything is balanced, the "Difference" field will show 0.00 in green and the PBS screen can be approved

 

If there is a Difference between the recorded distribution of the amount to be collected and the total of the estimate, the difference shows in red. The PBS screen cannot be approved until the difference is 0.00 in green. 

 

 

If a change is made on the screen, the approval will be unchecked. Rebalance and reapprove.  

 

Below is an example of how a PBS screen would be filled out from a CCC estimate:

 
If your company is using Nexsyis's integrated credit card processing feature, see this document on using the Request Payment button
 

Re-Approve the PBS tab

If a PBS is approved, and the total of the estimate changes, you will need to re-balance and re-approve

 
 
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