Example Invoice
Invoice entry consists of entering Customer, Vehicle details only once, these can be recalled on subsequent visits, saving you time and improving customer service.
- Title, Make and Model drop down lists are generated from your own entries.
- Customer can have Multiple linked vehicles.
- Phone numbers, postcodes and email addresss details are validated to ensure correct formatting.
- Main address details can be inserted automatically by using a post code and the 'Location' button.
- Default Retail price bands for parts and jobs.
- You can provide an account facility and discount pricing.
- Options for contact by Email, SMS, Alert Mailshots.
- Transactions history shows customer and vehicle sales values, and allows review of all invoices, payments and any current Layaways or Estimates, which can be recalled for further amendment.
Sales Details can be entered from a look-up of an existing Job name or Part item, or free keyed, the invoice lines are coloured to indicate the entry type. Service report information can also be entered or automatically inserted for the job name used. If required, the Invoice can be saved as a Layaway
for recall at a later time, or simply click the 'Create Invoice' button and proceed to the payment and print options.
- Labour calculated automatically from Time entered using default value.
- VAT calculated automatically where applicable.
- Item sale price warning where value is below cost price.
- New mileage update check.
- Vehicle MOT Due date and certificate fields are updated when selling an 'MOT' Job.
- You can Invoice directly from a recalled Estimate or Layaway.