Setting Up Safelite Invoices
1. First you need a Parent ID# in order for Safelite Invoices to be processed. Call Kathy Goddard at Safelite 614-842-3015 or e-mail a request to Kathy.Goddard@satelite.com. 2. Once you have a Parent ID # from Safelite, enter it in the designated spot in “This Shop’s Particulars” found under Admin>General Setup>This Shop’s Particulars. 3. In the GlassShop system an account for each individual insurance company billed through safelite needs to be set up. To do this go to Names>Accounts>Account Setup. Once in the account screen how you enter the Name is important. The insurance company name should be listed first. i.e. Progressive Safelite, but never like this: Safelite Progressive. It is not necessary to list Safelite in the name. 4. Next under Billing the EDI Account Box needs to be checked. The EDI Account# must be entered in the blue box. This number is your Lynx code with an S in front instead of an L, i.e. SSPE22 instead of LSPE22. This code will be the same for all of your Safelite edi accounts, as the Lynx number is the same for all the Lynx edi accounts. 5. The number code Safelite assigns to each insurance goes in the box that says Program ID#. Each insurance with Safelite has a unique code, this is the reason each must be set up individually, and the number code has to be entered in order to process Safelite invoices. You can find this code directly after the insurance company name listed on your dispatch fax from Safelite. 6. Check the dispatch fax from Safelite for requirements needed and check the appropriate boxes on the account…authorization number, vin number, etc. Set up Discounts and Rates by offer and acceptance as designated on you dispatch fax from Safelite. Save and set tax as needed, and re-save. 7. After account is saved it can be closed, or go into lookup box and close that screen for a fresh Account Setup screen.
For Assistance or questions please call Data Tranz @ 888-488-8726