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Enter Clean Vehicle Credit information

Follow these steps to enter Clean Vehicle Credit information in the Asset module.
  1. Open the client and, if necessary, select an activity folder.
  2. Select
    Add
    to add an asset, or select the asset then
    Modify
    .
  3. Follow the steps for 1 of these options:
    • If you haven't previously entered this credit information for the current asset:
      1. From the dropdown list for the
        Credit/Amount
        field, select either credit code
        M
        or
        N
        .
      2. Enter information in the proper fields.
      3. Select
        OK
        .
    • If you previously entered this credit information for the current asset and want to modify the information:
      1. Select the
        Other
        tab.
      2. Select
        Credit Information
        .
      3. Enter the information in the
        New Clean Vehicles Credit
        tab.
      4. Select
        OK
        .
  4. Select
    Done
    to return to the
    Asset List
    window.

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