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Popular: Job card Invoice Rental agreement Deposit

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Workshop · Purchase 5.1 Record a Supplier Invoice Record what a supplier bills the workshop — vendor, dates, products, tax and price — from Expense › Bill. Workshop · Accountant / Admin 4A.1 Create an Invoice Convert a completed job card into an invoice — customer, lines and vehicle come across automatically — then check it and save. Workshop · Accountant / Admin 4A.2 Print / WhatsApp / Email to Customer Send an invoice from the Action menu — print it, save it as a PDF, or send it on WhatsApp or by email. Workshop · Accountant / Admin 4A.3 Add Receipt to Invoice Record a customer payment against an invoice — payment method, amount, receipt mode and proof of payment. Workshop · Accountant / Admin 4A.4 View Receivables Use the Overdue Invoice report to see every open invoice — amount, paid, pending and how many days past due. Workshop · Accountant / Admin 4B.1 Adding Expenses Record a supplier’s bill as a purchase invoice — vendor, bill details, line items, tax and the bill attached. Workshop · Accountant / Admin 4B.2 Adding Credit Notes Raise a credit note for a customer against an invoice — customer, template, invoice reference and the lines being credited. Workshop · Management 3.3 How to Add a Customer Add and edit the customer records that job cards, invoices, reminders and feedback all pick from. Rental · Operations Team 2.2 Starting Rentals Hand over the vehicle — record start time, odometer, fuel, invoice frequency and inspector to make the rental Active. Rental · Accounts Team 3.1 Checking Invoices Read the invoice list — billed, received, outstanding and overdue — and check the linked rental agreement. Rental · Accounts Team 3.3 Viewing Outstanding List See every invoice with money still pending and how overdue it is — and act on it from the report. Rental · Accounts Team 3.4 Collecting Rentals Record a hirer's payment by adding a receipt to the invoice — method, amount, bank and attachments.

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Workshop

Job cards, service workflows and workshop operations.

44 tutorials ready View Tutorials

Rental

Bookings, rental agreements and fleet operations.

25 tutorials ready View Tutorials

Dealerships

Vehicle inventory, customer records and sales.

Coming soon

Spare Parts

Parts enquiries, quotations and inventory.

Coming soon

Finance

Invoices, payments and financial reports.

Coming soon

Frequently asked questions

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Pick your module below — Workshop or Rental — then choose the course for your role or team (for example Front Office, Service Advisor, Sales or Accounts). Each course lists its topics in the order you will use them at work.

Open a topic and follow it from top to bottom: watch the video, read the numbered guide, then try it yourself.

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Every topic page opens with its video at the top. Where a video is still being recorded you will see a note, and the text guide and PDF reading cover the same steps.

Each topic also has an Open reading button — a booklet with marked screenshots you can download or print.

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