For leasing dealers
Leasing without portal hopping.
Every provider has its own rules, portals and billing routes. Servelta knows them – and submits to JobRad, Deutsche Dienstrad and Mein Dienstrad straight from the case.
Where leasing gets stuck in practice
Every provider is different
Price range, accessory rules, mandatory fields, invoice or self-billing: the provider profile defines it, from templates for 13 well-known lessors. Anything not leasable automatically becomes the own share.
Typed twice
With the JobRad Offers API and the Leasing Automation Platform, offers go from the case to the lessor; the status comes back every 15 minutes. Without an interface, Servelta guides you through the portal steps.
The bike is already gone
On submission the bike is reserved in stock. A document for the same unit for another customer is rejected.
Is the payout right?
Target/actual reconciliation with dealer discount, fee, commission, cash discount and the payment status from the bank statement. Every deviation needs a reason; in self-billing an objection is possible.
The leasing case
From offer to end of contract – with a handover protocol that holds up in court and with the lessor.
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Case
Bike, accessories, employer, user; check against the provider’s price range and rules.
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Submit
Via interface or portal; the lessor’s order number becomes mandatory before “approved”.
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Ready for pickup
Bike reserved, customer informed, own share at the register or by invoice.
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Tablet handover
Pickup code, ID check, safety briefing, frame, battery, motor and key numbers, photos, two signatures; PDF/A-3 with checksum.
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Billing
Invoice to the refinancer (also as an e-invoice) or self-billing settlement document; target/actual reconciliation.
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Service and end of contract
Service budget by frame number, reminder 90 days before the end, return protocol, purchase as a used bike.
Servelta also brings
Related feature areas
- Private leasing and financed purchase with deposit and final invoice in the same module
- Leasing-Check: find third-party lease contracts for a service case and adopt them
- Lessors’ credit notes arrive as e-invoices via purchasing and are matched automatically
- Posting notes for the tax adviser on self-billing, fees and cash discount
- Interface credentials stored encrypted only, transfer log without secrets
- Leasing archive stays readable after the licence ends (§ 147 (6) AO)
See Servelta in your own shop?
We walk you through Servelta using your workflows – point of sale, workshop, leasing or all of it. No obligation, at a time of your choosing.