Refinance An Existing Account
1. Click on BHPH, then on BHPH Accounts
2. Find customer that is being re-financed. Click next to arrow to open a list of the customer account.
Note: Accounts are red due to account payments are late
3. The account can be opened one of two ways
-Check the box next to the desired account then click 
-Double click on the name of the desired account
4. Click on Account Management, click on Refinance
5. Refinance Wizard will walk you through the process, Click Next
6. Click next to desired Deal Type and Deal Calculation (payment frequency). Click Next
7. Click in box to enter New Term (number of payments) if it is being changed.
8. Click in box to enter New Rate if it is being changed. If the rate is to be zero, leave it as 0.0. Click next.
9. The New Cost For Item, will automatically default to the remaining principal.
When re-financing an account for the same customer, this is typically the number used.
Choose from drop down menu vehicle asset account.
Click Next
Note: if New Cost For Item changes, the Write Off Account field will be highlighted for account to be chosen appropriately
10. Review Summary of re-finance. Click Next.
11. The deal screen will open. Enter the current miles on the odometer.
If the lending company/bank has changed, click on the drop down box and choose new one.
Review the Terms of the deal for accuracy. These numbers can be changed by clicking in the box.
Review Fed Boxes for accuracy
12. To complete re-financing the deal, click on Wash Sheet.
14. Go back to your BHPH Accounts list, click 
. Account that was refinanced will have moved to the closed folder and
. Account that was refinanced will have moved to the closed folder and new account will be in the active list and ready to take payments
