View Initial Plan Transaction Details from Patheon Portal

Use these steps to view a customer's initial plan transaction details, including terms and conditions, vehicle photo, and customer signature from Patheon Portal. In addition, the receipt can be printed directly from the panel.

Important: The captured signature is only available if the plan is configured to require it and the vehicle image is only available if an image was captured when the plan was sold.

  1. Log in to Patheon Portal.
  2. Select Configuration.

  1. Select Customers. The Customers panel opens.

  1. Select the Customer Name to view the initial plan transaction details for that customer. The customer details panel opens. 
  2. Navigate to the plans section.

  1. Select the plan's START DATE. The sale id panel opens with the terms and conditions, customer signature, and transaction details. Note: Not all initial plan transactions have terms and conditions or signatures. 

  1. Use the Vehicle Photo function to view the image of the vehicle, if available, captured when the plan was sold.

  1. Use the Print Receipt function to re-print the receipt for the transaction.