Invoices
Invoices
| # | Status | Customer | Vehicle | Issued | Due | Total | Outstanding |
|---|
No invoices yet. Click New Invoice to start one.
Estimates
| # | Status | Customer | Vehicle | Issued | Total |
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No estimates yet.
Work Orders
| # | Status | Customer | Vehicle | Date | Total |
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No work orders open.
GST / PST Return
The Return
Month By Month
| Month | Invoices | Sales | GST | PST | Total Billed |
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Every Invoice
| # | Date | Customer | Sales | GST | PST | Total | Unpaid |
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Parts Bought
By Supplier
| Supplier | Bills | Before Tax | GST | Total |
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By Month
| Month | Bills | Before Tax | GST | Total |
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Most Spent On
| Part # | Description | Qty | Times | Spent |
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Every Bill
| Date | Supplier | Invoice # | PO | For | Before Tax | GST | Total | Status |
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Month By Month
| Month | Invoices | Parts | Labour | Sales | Tax | Total Billed |
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By Customer
| Customer | Invoices | Parts | Labour | Sales | Tax | Total Billed | Still Unpaid |
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Most Sold
| Part | Qty | On Invoices | Total |
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Most Done
| Work | Times | Hours | Total |
|---|
Automatic Reminders
One email per customer with their statement attached, again on the schedule until the account is paid. A note with a date, or a hold, keeps a customer out.Accounts
| Customer | Invoices | Overdue | Oldest | Owing | Last Reminded | Status |
|---|
Nobody is due a reminder.
Sent Lately
Invoices, statements and reminders that went out, newest first.| When | Customer | What | To | Status |
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Nothing has been sent yet.
Billing
| Customer | Invoices | Ready | Waiting | Total | Reach |
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Everything done has been sent.
Receivables
| Customer | Invoices | Overdue | Oldest | Owing | Last Paid |
|---|
Nothing outstanding.
Customers
| Company | Phone | Owing |
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No customers match.
Payments
| Date | Customer | Method | Reference | Applied To | Amount |
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No payments recorded yet.
Decals
| Batch | Received | Decals | Used | In Stock | Void |
|---|
No batches yet. Add the book of decals you have on the shelf and the next number will be offered when you record an inspection.
Inspections Due
| Decal | Expires | Status | Unit # | Vehicle | Customer | Reach |
|---|
No inspections due in this window.
Decals In Date
| Decal | Customer | Unit # | Vehicle | Inspected | Expires | Invoice |
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No inspections currently in date.
Reminder Preview
Nothing is sent from hereShop Stock
| Part # | Description | On Hand | Min | Last Cost | Value | Location |
|---|
Nothing on the shelf yet. Put part of a supplier line to stock, or add what is there.
Supplier Bills
| Date | Supplier | PO | Whose Parts | On Bill | Status |
|---|
No supplier bills here.
People
Who can sign inWith nothing touched for this long, the app signs out by itself on every computer. 0 means never.
| Name | Role |
|---|
Invite Someone
They get a six-digit code by email and use Have An Invite Code on the sign-in screen.
Your Sign-In
Your email, password and PINShop
On every invoice, receipt and statementTime And Dates
Logo
Top left of invoices, receipts and statementsNo logo yet. PNG or JPEG, under 2 MB.
The copy goes to the Replies Go To address, or the email printed on documents. The customer does not see it.
Wording
Blank uses the words shown faintly. {name} is the contact or company, {doc} Invoice, Estimate or Work Order, {number} its number, {total} and {owing} the money, {sent} when it went out, {invoices} how many are open, {shop} your name.
Supplier Bills Inbox
Where Check Email looksThe app asks the mailbox only for mail from the addresses under Parts, Suppliers, and reads nothing else. The password is kept sealed and can be revoked at your email provider any time.
Invoices
Terms, interest and where the numbers startTerms
Numbers
Printed On Every Page
Typing
Part numbers, descriptions, the complaint, customer names and addresses, vehicles and stock items are kept in capitals as they are typed. Off, they stay as typed. What is already in the book does not change.
A word the shop has never written is underlined and a fix offered. Nothing is ever changed for you.
The rest of a line the shop has written before shows faintly ahead of what you type. Tab takes it, Escape leaves it.
Payments
How customers pay youOne per line, in the order you want them offered. Payments already recorded keep the method they were given.
Rates And Tax
The labour rate and the taxes on every invoiceTaxes
Outside BC: Ontario and the Atlantic provinces charge one HST (13% or 15%): put it in GST Rate, label it HST and set PST Rate to 0; every PST box then leaves the app. Quebec: GST 5, PST 9.975 labelled QST. Manitoba: 5 and 7, RST. Saskatchewan: 5 and 6. Alberta and the territories: 5 and 0. A new shop gets these from its province at setup.
Levies And Parts
Inspections
How long a decal lastsWith no body style on the vehicle, a unit number like 12A, 12B, TR or WAGON is taken as a trailer when recording an inspection. Off, it is a truck unless the body style says otherwise.
Import And Export
Bring your customers, vehicles and parts in from your old system, or take them out. A CSV from any system or spreadsheet works, one file or several.
Connected Apps
Keys for another app of yours to read and write through the APIShops
Every shop on this service| Shop | Owner | People | Invoices | Last Invoice | Last Active | Status |
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Invite A Shop
They get a code by email and set up their shop with Have An Invite Code on the sign-in screen. The code lasts seven days.Invoice
draftImported from the old software: a balance carried in, with no lines behind it. Payments are the only thing that changes here.
Inspection
Labour
| Description | Hours | Rate / Amount | Total |
|---|
Parts
| Part # | Description | Qty | Price | PST | Total |
|---|