Payment Breakdown Screen in NexsyisNow

Users can now manage repair payments in NexsyisNow with the PBS tab in the customer folder. This feature allows the user to enter the payment amounts for each line item based on who is paying and when. Once your entries balance against the total estimate (showing a difference of $0.00), approve the sheet to confirm the final amount to be collected at delivery from the customer.

Overview

1. Payment Breakdown Status Indicator 
2. The total dollar amount of all active estimates on the folder
3. The difference between the total folder estimates and the combined allocated payments (Pre-paid, Billed, and Due at Delivery)
4. The total due at delivery before any discounts or coupons.
5. The final amount the customer owes at pickup, after all coupons and discounts have been applied.
6. Payment breakdown approval 

Payor Amounts

For each amount (e.g., deductible, betterment, customer pay, etc.) there are three columns:

1. Pre-Paid
   Amount already collected.

2. Billing Payor
   Amount that will be billed later (e.g., to an insurer or other payer).

3. Due at Delivery
   Amount that should be collected when the vehicle is picked up. (e.g., total of deductible, customer pay, and betterment amounts)

Adding Additional Supplement Lines

Nexsyis Now now allows users to expand the number of available supplement lines. Simply select + Supplement located at the top of the Description column to add additional rows as needed.

Balancing and Approving the PBS

When the difference reaches $0.00 and is highlighted in green, the Status will indicate the PBS is ready to approve and the "approve payment breakdown" button will be enabled.

At the top of the PBS, you will see the Difference field.

When the PBS is properly balanced:

• The difference will show $0.00 in green
• The "Approve PBS" button will be enabled
• Status will reflect: Balanced - Ready to Approve

If there is a Difference between the distributed payment amounts and the total folder estimates:

• The difference box will show the total difference in red.
• The "Approve PBS" button will be disabled.
• Status will reflect: Breakdown Not Balanced