Step-by-step guides for the Marketing, Sales, Operations and Accounts teams — learn each topic with a video, a text guide, a reading and a hands-on practice in Moiboo.
Pick your team to see its topics. You can also open any course from Courses in the top bar.
Promotions, redemptions, online sync and the booking form.
Enquiries, applications, availability and deposits.
Agreements, the rental lifecycle, charges, fines and drivers.
Invoices, credit notes, collections and reports.
Each team picks up where the previous one left off. Jump straight to any step.
Give hirers promotions and redeem them on their agreement, and take new bookings with a payment request — learn each step with a video, a reading guide and a hands-on practice in Moiboo.
Add a promotion such as free rental days to a hirer's agreement and notify them by email or WhatsApp.
Redeem a hirer's promotion on their agreement and raise a credit note for the redeemed days.
Keep your website's vehicle listings in step with Moiboo.
Publish listings and promotions to your social media channels.
Take a new booking with customer, dates, vehicle and pricing, send the payment request, then raise the rental agreement.
Take a customer from first enquiry to paid deposit — learn each step with a video, a reading guide and a hands-on practice in Moiboo.
Log a new rental enquiry in the Interest Form — customer, current vehicle, lead source and who follows up.
Convert an enquiry into a rental application — personal, licence, documents, next of kin, consent and signature.
See which vehicles are free for the customer's rental period.
Record the customer's deposit against an application — amount, payment images and signature.
Generate the rental agreement, check the vehicle out in the Moiboo app, start the rental, and manage everything until it comes back — pauses, extensions, replacements, stops, charges, fines and relief drivers.
Convert the deposit into a rental agreement — hirer, vehicle, dates, daily rates, GST, signatures and save.
Hand over the vehicle — record start time, odometer, fuel, invoice frequency and inspector to make the rental Active.
Complete the 7-item vehicle checklist with photos in the Moiboo app, get the customer's signature, then send the photos from the website.
Check the vehicle back in when the customer returns it, then view the check-in photos from the website.
Stop an active rental for a while — breakdown, accident, service or goodwill — with odometer and expected resume date.
Bring a paused rental back to Active and choose how the paused time is billed.
Keep the vehicle with the hirer past the end date — extend by days or to a new date.
Swap the hirer's vehicle for another one under the same agreement — odometer, fuel, reason and inspectors.
End a rental when the vehicle comes back for good — stop date, odometer, fuel, inspector and reason.
Add an extra charge to a rental — late fee, cleaning, damage and more — with the right tax treatment.
Give the hirer a credit — goodwill, free rental, service delay or compensation — through Reduce Charge.
Find who was driving when a fine, toll or ticket was issued, and save it as a traffic violation.
Authorise a relief driver on an active rental — the period they may drive and the CDW charged.
Every row in Sales › Rental Agreement shows a status. The status decides which icons appear in the Actions column.
Check what each hirer has been billed and credited, chase what is outstanding, record every payment, reconcile the bank and prepare the GST F5 return.
Read the invoice list — billed, received, outstanding and overdue — and check the linked rental agreement.
Check credits given to hirers and how much has been applied — and raise new ones from the agreement.
See every invoice with money still pending and how overdue it is — and act on it from the report.
Record a hirer's payment by adding a receipt to the invoice — method, amount, bank and attachments.
Check each bank and cash account against the bank statement and enter the bank date for every transaction.
Prepare the GST F5 return for the period — check every box, declare, save, and print or export it.
Use this to give a hirer a promotion on their rental agreement — for example free rental days — and to notify them by email or WhatsApp.
Note. To use the promotion against the rental, see topic 1.2 — Redeeming Promotions.
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As a thank-you for renewing, Test Customer A gets 4 free rental days on their current agreement, valid until the end of this month. Add the promotion and send it to them on WhatsApp straight away.
A 4-day Free Rental promotion saved on the demo agreement, valid until the end of the month, with a WhatsApp notification sent to your test number.
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Click Agreement in the top bar, then Rental Agreement. Search for the agreement and check the customer and vehicle.In the agreement's row, click the blue gift icon in the Promotions column.It's at the top of the Add Promotion window.Pick Free Rental in Promotion Type and type 4 in Value.Pick both dates from the calendar, then choose Rental Days in Applies To. Eligibility / Conditions is optional.Scroll down in the window. Tick WhatsApp, check the number (use your own test number) and tick Send now.Click Save Promotion at the bottom of the window.The green gift icon in the same Promotions column opens Redeem Promotions — see topic 1.2.Add a second promotion to another demo agreement that is notified by email on its Valid From date instead of straight away.
Use this when the hirer uses a promotion on their agreement. Redeeming it raises a credit note for the redeemed days.
Note. CDW charges still apply during Free Rental days, as per the agreement terms.
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Test Customer A wants to use 2 of their 4 free rental days this week. Redeem them on the agreement and check the credit note amount before applying.
2 of the 4 free days redeemed on the demo agreement, the promotion now shows 2 days available, and a matching credit note appears in Income › Credit Note.
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Agreement › Rental Agreement, find the agreement, click the green gift icon in the Promotions column.It's at the top of the window with the customer and vehicle.Each row shows type, entitlement, used, available, valid until and status.It then appears in Selected Promotion with the Redemption Summary beside it.No — CDW charges still apply during Free Rental days, as per the agreement terms.Scroll down in the window. Days to Redeem can't be more than the days available.It shows the rental and CDW credits, GST and the net amount.It's at the bottom right of the window.Open Income › Credit Note and look for the customer and vehicle (see topic 3.2).Redeem the remaining 2 days with a later Redemption Date and check that the promotion shows 0 days available.
The step-by-step screens for Sync Website are being prepared and will be added in the next edition of the training booklet.
Keep your website's vehicle listings in step with Moiboo.
The step-by-step screens for Sync Social Media are being prepared and will be added in the next edition of the training booklet.
Publish listings and promotions to your social media channels.
Use this to take a new booking — rental, transfer or tour — with the customer, dates, vehicle and payment request, and then turn it into a rental agreement.
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Test Customer A wants to self-drive a 4-seater for 13 days from this Saturday, picked up and returned at your main branch. Take the booking, request a deposit on WhatsApp, then raise the rental agreement.
A Consumer Self-Drive booking for Test Customer A with a 13-day rental, an Available vehicle and a deposit request sent on WhatsApp — and, once the agreement is generated, Booking Status Confirmed.
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Click Agreement in the top bar, then Bookings. + Create Booking is the blue button at the top right.Section 1 of the form. The booking number is confirmed when you save.Section 2 — search for the customer or click + Add New. Their licence details appear below.Section 3 — Pick up Location, pick-up and return date and time. Tick Return to the same location.Section 4 — filter by seats, click Check Availability, then select a vehicle marked Available.Section 5 — daily rate, insurance, deposit, discount and tax, then the amount requested and WhatsApp.The Booking Summary is on the right of the form; the save buttons are under it.Check the amount and mobile number, click Open WhatsApp, then press send in WhatsApp.Scroll the bookings table right to Actions, click the three dots and choose the rental agreement option.After generating the agreement, go back to Agreement › Bookings and check the booking's status.Save a second booking as a draft with Full Amount payment by email, then come back and send the payment request.
Use this when a new customer contacts you about renting a vehicle. The Interest Form keeps the customer details, lead source and follow-up owner of every enquiry in one place.
Note. The saved enquiry appears in the Interest Form list. To turn it into an application, see topic S2.
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A PDVL driver who is a Singapore citizen walks in wanting to rent a car. They found you on Instagram, rent from another company today with a contract ending next month, and can come for a car viewing this Saturday.
A saved enquiry for Test Customer A in the Interest Form list — with mobile, email, PDVL, Instagram as the lead source, a car-viewing date and a staff member assigned.
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Hover over Sales in the top bar and click the green + next to Interest Form.Open the Enq Type dropdown and pick a type (use the orange + Add if it's missing), then open Assigned to User and pick the follow-up owner.In “When would you be available for a non-obligatory car viewing?”, pick the date from the calendar. It's mandatory.Type the company in Current Rental Company and pick the date in Current Contract Expiry.Fill Contact Person Name and Contact Person Mobile (both mandatory), then Email.Tick Yes under Singapore Citizens, PDVL under Vocational Type and Social Media – Instagram under How did you find about the us?Type your note in the Comments box near the bottom of the form.Check every * field is filled, then click the green Save button at the bottom right.Hover over Sales and click the Interest Form label (not the +). Use the Search box to find Test Customer A.Log a second enquiry for a TDVL driver who found you on Google Search, and assign it to a different staff member.
Use this to convert a customer enquiry into a rental application. The application records the customer's personal, licence, next-of-kin and consent details, and must be complete before the agreement stage.
Note. Use this route only when there is no enquiry to convert. Otherwise convert the enquiry as shown above.
Note. Accepted formats are jpg, png, pdf, doc and xlsx — maximum 5 MB per file and up to 10 files per upload box.
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Test Customer A from your enquiry practice wants to go ahead. Convert their enquiry into an application and complete it with them at the counter — documents, next of kin, consent and signature.
Test Customer A's application appears under In Progress with documents, next of kin, consent and signature saved, and the Stage column shows the next step.
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Sales › Interest Form (the label, not +). Search for the customer, click Action at the end of the row, then Convert to Application.Only when there is no enquiry to convert: Sales › Application, then the green Add Application Form button.Full Name as per NRIC exactly as printed, NRIC no., Date of birth, then Street, Block / Unit, Postal code, Phone and Email.Race is mandatory. Tick each licence class, then pick Date of issue (3/3A) and Vocational licence expiry from the calendar.Under Upload documents, click Choose Files (or the camera icon) in each box. jpg, png, pdf, doc or xlsx, max 5 MB each.Name, Relationship and Contact no. are all mandatory; add Email if you have it.Tick the box under Terms and Acknowledgment, then the customer signs in the Sign here box. Clear lets them redo it.Check every * field, then click the green button at the bottom right.Sales › Application opens on In Progress. Search for the customer and read the Stage column.Create an application directly with Add Application Form for a customer who has no enquiry — and note which fields you had to type that were carried over the first time.
The step-by-step screens for Viewing Availability are being prepared and will be added in the next edition of the training booklet.
See which vehicles are free for the customer's rental period.
Use this to record the customer's deposit against an existing application. The deposit amount, payment images and signature are kept on record before the rental proceeds.
Note. After an application is saved, the list shows a green “Successfully Added Application” message — you can continue from the same screen.
Note. The saved deposit appears in the Deposit List. To turn it into a rental agreement, see topic 2.1.
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Test Customer A pays a SGD 500 deposit by PayNow for a 12-month PDVL package on a Toyota Prius. Record it against their application.
A SGD 500 deposit for Test Customer A in the Deposit List, with the vehicle model, package, a payment image and the customer's signature.
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Sales › Application (the label, not +). Search for the customer and check the Stage column.Click Action at the end of the application row, then Convert To Deposit Form.They come from the application. Correct them here if anything is wrong.Date & time is mandatory. Type the vehicle model and the package the customer chose.Type the amount in Deposit amount — SGD is shown at the left of the field.Under Payment images, click Choose Files. Up to 10 files, max 5 MB each.The customer signs in the Sign here box. Clear lets them redo it.Click the green Save button, then hover over Sales and click Deposit.Record a deposit for a second demo application and attach two payment images instead of one.
Use this when the deposit is recorded and the customer is ready to sign. The deposit is converted into a rental agreement with the hirer, vehicle, rates and signatures.
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Test Customer A's deposit is in. They're renting vehicle TEST 001 for 25 days at SGD 100 a day plus SGD 50 a day CDW, billed weekly with 9% GST. Generate and sign the agreement.
A saved agreement for Test Customer A on vehicle TEST 001 with a 25-day period, SGD 150 total daily rate, weekly billing, 9% GST and both signatures. It shows Pending in Sales › Rental Agreement.
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Sales › Deposit (the label, not +). Search the name, click Action, then Convert To Rental Agreement.These are in the Agreement Details block at the top. Agreement No is pre-filled — leave it unless you need to change it.Pick them in Hirer and Vehicle. The Hirer Details and Vehicle Details panels fill in beside them.Pick both dates from the calendar; Contract Duration should read 25 days.Enter 100 and 50 — Total Daily Rate shows 150 automatically.Select Weekly in Recurring, type the deposit and pick GST 9%. Tick Rates are inclusive of tax only if they already include it.The Agreement Summary panel is on the right. Generate Rental Agreement is at the bottom.On the preview page, the hirer signs in Hirer's Signature and you sign in Authorised Signature.Click Save & PDF, Save & Email, Save & WhatsApp or Save at the bottom of the preview.Generate a second agreement with 2 Free Rental Days and an Additional Driver — and compare the calculation panel with the first one.
Use this when the vehicle is handed over to the hirer. Starting the rental records the start date and time, odometer, fuel level, invoice frequency and check-out inspector.
Note. The Invoice Frequency decides how often recurring invoices are raised for this rental.
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Test Customer A is at the counter to collect TEST 001. The odometer reads 45,200 km and the tank is full. Start the rental with weekly invoices.
The rental for TEST 001 shows Active in Sales › Rental Agreement with 45,200 km, a full tank, weekly invoices and you as Check-out Inspector.
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Hover over Sales, click Rental Agreement, type the number, customer or vehicle and click Search.Pending means the agreement is saved but the rental hasn't started.Click the green Start icon in the Actions column of that row.Check the pre-filled date and time, then type the odometer in KM.All three are mandatory dropdowns in the Start Rental window.Scroll down inside the window to see Prorated, then click Start Rental.Back in the Rental Agreement list, the row's Status now reads Active and new action icons appear.Open Income › Invoice and find the first recurring invoice raised for this rental (see topic 3.1).
Use this when a rental is going to start and the vehicle is handed over to the customer. The 7-item checklist and photos are done in the Moiboo app, the customer signs the Handover Form, and the photos can then be viewed and sent from the website.
Note. When the vehicle comes back, the check-in is covered in topic 2.3B · Doing Check In.
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Test Customer A is collecting TEST 001 today. Walk round the car with the Moiboo app, record a small scratch on the rear bumper, get the customer's signature, then send them the check-out photos on WhatsApp.
A completed check-out for TEST 001 with all 7 checklist items ticked, the rear-bumper scratch marked Not Ok, the customer's signature saved, and a WhatsApp photo link (valid 7 days) sent to your test number.
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Search for the rental and check the Status column shows Pending.Enter your email and password, tap Login, then tap the job in your Jobs list.Tap the + box under Attachments for photos (up to 7), set the toggle, add a comment if needed and tap Save.Same steps for each. Leave Rear view as Not Ok and comment on the bumper scratch.Photograph the seats, dashboard and mats, set Ok / Not Ok and tap Save.Type the reading in the box at the top, tap + for the photo, then Save.Pick the level from the dropdown; a photo of the gauge is optional.All 7 items must show a green tick. The customer signs in the Signature box; Clear lets them redo it.It's at the bottom of the Handover Form.Sales › Rental Agreement › Check-out camera icon in Photos. Tick WhatsApp, keep ##PhotoLink## in the message and click send.When the vehicle comes back, open the Check-in camera icon in the Photos column and compare the check-in photos with the check-out ones.
Use this when the vehicle comes back at the end of the rental. Stop the rental on the website and pick the check-in inspector, the inspector completes the 7-item checklist and photos in the Moiboo app, the customer signs the Intake Form, and the photos can then be viewed and sent from the website.
Tip. Compare the check-in photos with the check-out photos from topic 2.3A · Doing Check Out to spot any new damage.
PDF
Stop the rental and pick the check-in inspector, complete the 7-item checklist with photos in the Moiboo app, get the customer's signature on the Intake Form, then view and send the check-in photos from the website.
Moiboo Rental Training Booklet (Enterprise Plan) · pages 36–47
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Test Customer A has returned TEST 001. Stop the rental on the website and assign yourself as the check-in inspector, check the vehicle in with the Moiboo app, then open the check-in photos and send them to the customer on WhatsApp.
A completed check-in for TEST 001 in the Moiboo app, with the check-in photos showing from the Check-in camera icon on the website and compared with the check-out photos.
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Search by rental number, customer or vehicle — use the demo rental you checked out in topic 2.3A.Enter your email and password, tap Login, then tap the check-in job in your Jobs list.Follow the video: for each item tap + to add photos, set the Ok / Not Ok toggle, add a comment if needed and tap Save.Mark any new damage as Not Ok and describe it in the comment, exactly as shown in the video.Check every item shows a green tick, then finish the check-in as shown at the end of the video.Sales › Rental Agreement › find the rental › click the Check-in camera icon in the Photos column.Open the Check-out camera icon on the same row and compare each section.Send the customer their check-out photos again from topic 2.3A, then check that the check-in and check-out photos tell the same story.
Use this when an active rental must stop for a while — a breakdown, accident, service or goodwill — and the vehicle is not with the hirer.
Note. When the vehicle is back with the hirer, resume the rental — see topic 2.5.
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TEST 001 has broken down and is going to the workshop. It should be back with Test Customer A in two days. Pause the rental.
The rental for TEST 001 shows Paused with reason Breakdown, the odometer reading and an expected resume date.
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Sales › Rental Agreement, search for the rental, check the Status column.Click the orange Pause icon under Actions.Pause Date & Time is mandatory; add the expected resume date if you know it.Type the KM reading, then pick Breakdown in Reason for Pause.Type your note in Remarks, then click Pause Rental.Back in the list, the row shows Paused and a Resume action.Pause a different demo rental with reason Goodwill and no expected resume date.
Use this when a paused vehicle is back with the hirer. You also decide how the paused time is billed.
| Pause Billing | Raises a credit note for the paused period. |
|---|---|
| Extend Rental Period | Extends the rental period instead. |
| Continue Billing | Billing carries on — no credit note. |
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TEST 001 is back from the workshop. The breakdown wasn't the hirer's fault, so they shouldn't pay for the two days without the car. Resume the rental.
The rental is Active again, and a credit note for the paused days appears in Income › Credit Note for Test Customer A.
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Sales › Rental Agreement, find the row with status Paused, click Resume under Actions.Pick the date and type the KM reading in the Resume Rental window.Pause Billing raises a credit note for the paused period. Extend Rental Period extends the term; Continue Billing keeps billing.Choose Pause Billing so the hirer is credited for the two days.Add remarks, click Resume Rental, then check the Status column.Open Income › Credit Note and look for the hirer's name and vehicle plate (see topic 3.2).Pause and resume another demo rental with Extend Rental Period, and check how the end date changes.
Use this when the hirer wants to keep the vehicle beyond the current end date of an active rental.
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Test Customer A wants to keep TEST 001 for 7 more days after the current end date. Extend the rental.
The rental for TEST 001 is still Active and its end date is 7 days later than before.
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Sales › Rental Agreement, search, check Status is Active, click the Extend icon.It's shown under the information box at the top of the window.Select Extend by Days under Extension Type, then type 7 in No. of Days to Extend.When the hirer gives you a date — pick it in New End Date.Click Extend Rental, then open the agreement and confirm the end date moved by 7 days.Extend another demo rental using Extend to Date to the last day of next month.
Use this to swap the hirer's vehicle for another one under the same rental agreement — for example after a breakdown.
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TEST 001 needs a longer repair. Give Test Customer A a same-class replacement, TEST 002, for the rest of the rental.
The agreement now shows TEST 002 in Vehicle Make & Model, with the replacement date, odometer, fuel, reason and both inspectors recorded.
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Sales › Rental Agreement, find the row, click Replace in the Vehicle Replacement column.Number, model, odometer, start date and days used are shown at the top of the window.Pick the Vehicle No. — Make & Model fills in automatically.Scroll down inside the window to find them.The new vehicle must be free for the whole period.Reason for Replacement, Same Class / Different Class, Check-in Inspector (Outgoing) and Check-out Inspector (Incoming).Click Replace Vehicle, then check Vehicle Make & Model in the list.Replace a vehicle with a Different Class one and note how the replacement window changes.
Use this when the vehicle comes back for good — the contract has ended, the hirer returns it early, or it is repossessed.
| Early Return | The hirer returns the vehicle before the end date. |
|---|---|
| Repossession | The vehicle is taken back from the hirer. |
| Contract Completed | The rental has run its full term. |
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Test Customer A brings TEST 001 back a week before the end date because they've bought their own car. Stop the rental.
The rental for TEST 001 shows Completed with Returned under Actions, and the stop date, odometer, fuel, inspector and Early Return reason recorded.
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Sales › Rental Agreement, search for the rental, read the Status column.Click the red Stop icon under Actions.Stop Date is mandatory. Type the KM reading and pick the fuel level.It's mandatory — pick the staff member who checked the vehicle in.Early Return — back before the end date; Repossession — taken back; Contract Completed — full term run.Pick the reason, type your remark, then click Stop Rental.Check the row in the Rental Agreement list.Stop a Paused demo rental with reason Contract Completed and check which actions are left on the row.
Use this to add an extra charge to a rental — a late fee, additional driver, accessories, delivery, cleaning, excess mileage or damage.
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TEST 001 came back from a weekend trip very dirty inside. Charge Test Customer A a SGD 80 cleaning fee, before GST.
A SGD 80 Cleaning Fee (tax exclusive) is applied to Test Customer A's rental with your remark.
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Sales › Rental Agreement, find the row, click the green + in the Adjustment column.Click the Cleaning Fee tile in the window.Both are mandatory. Type 80 in Amount.Tax Exclusive adds GST on top of the amount; Tax Inclusive means the amount already includes GST.Scroll down, type your remark and click Apply Charge.Open Income › Invoice and look for the customer's Non Recurring invoice (see topic 3.1).Add an Excess Mileage charge to another demo rental using Tax Inclusive.
Use this to give the hirer a credit — a goodwill waiver, free rental, service delay or compensation — through the Reduce Charge window.
Note. The credit appears in Income › Credit Note. See topic 3.2.
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TEST 001's scheduled service took a day longer than promised. Give Test Customer A a SGD 50 Service Delay credit.
A SGD 50 Service Delay credit is applied and a matching credit note appears in Income › Credit Note.
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Sales › Rental Agreement, find the row, click the red icon in the Adjustment column.Click the Service Delay tile.Type 50 in Amount.Tax Exclusive is the default. Scroll down for Remarks.Apply Credit is at the bottom of the window.Open Income › Credit Note and look for the customer and vehicle plate.Give a Goodwill Waiver credit on another demo rental and check its Status in the Credit Note list.
Use this when a fine, toll or ticket arrives for a fleet vehicle. Driver Identification finds who was driving at that date and time, and saves it as a traffic violation.
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A parking ticket arrives for TEST 001, issued yesterday at 3:15 pm. Find out who was driving and save it as a traffic violation.
A new search for TEST 001 with the driver identified, linked to the right agreement, and saved as a traffic violation.
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Click Traffic in the top menu and select Fines & Violation.Total Searches, Driver Identified, Not Identified and Saved as Traffic Violation.New Search is at the top right of the list.Copy them from the ticket, then click Find Driver.The result row shows the driver and the agreement that covered that time.In the Action column of the result row.Check the card at the top of the page.Search a time when the vehicle was not on rent and see what the Result shows.
Use this to authorise an additional (relief) driver on an active rental, with the period they may drive and the CDW charged for them.
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Test Customer A's brother will share the driving for the next 10 days. Add him as a relief driver with CDW of SGD 15 a day, billed one-time.
Test Driver C appears under Additional Drivers on the rental for 10 days, with CDW of SGD 15 a day billed one-time (SGD 150 total).
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Sales › Rental Agreement, find the Active row, click the Driver icon under Actions.They're listed under the information box with their dates, CDW and billing.Pick them in Additional Driver, or click the blue + to create a new customer.Name, mobile, licence and expiry appear once the driver is selected.CDW is charged per day for this period.Type the CDW Amount (per day) and choose One-time.The new driver appears under Additional Drivers in the window.Add a second relief driver with Recurring billing and a weekly Recurring Period.
| Status | Meaning | Available actions | Topic |
|---|---|---|---|
| Pending | Agreement saved, rental not started | Start | 2.2 |
| Active | Vehicle is with the hirer | Pause · Extend · Stop · Replace · Driver · Adjustment (+ / –) | 2.4 · 2.6 – 2.10 · 2.12 |
| Paused | Rental temporarily stopped | Resume · Extend · Stop | 2.5 · 2.8 |
| Completed | Vehicle returned | Returned (view only) | — |
| Cancelled | Agreement cancelled | — | — |
| Vehicle Replacement | Replace — swap the vehicle (2.7) |
|---|---|
| Photos | Check-out · Check-in photos (2.3A · 2.3B) |
| Adjustment | Green + adds a charge (2.9) · red – reduces a charge (2.10) |
| Promotions | Promotion tools (Section A) |
Tip. After saving an agreement or starting a rental, the list opens with a green success message — you can carry on from the same screen.
Use this to check what has been billed to each hirer, what has been received and what is still outstanding.
| Red · 7 Days | Overdue |
|---|---|
| Due Today | Due now |
| Orange · 1 Days | Short delay |
| Due in 23 Days | Upcoming |
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Test Customer A calls asking how much they still owe. Find their invoices, read what's due and overdue, and confirm the rental is the right one.
You can tell the caller exactly what is due, what's paid and what's overdue, and which agreement each invoice belongs to.
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Click Income in the top menu, select Invoice, then try All Invoices, In Progress and Paid.Use the Invoice Id box or the filter button beside it, or scan the Customer and Car Plate columns.Billed, received and still outstanding.Red means overdue, Due Today means due now, orange is a short delay, Due in N Days is upcoming.Recurring comes from the rental agreement; Non Recurring is a one-off charge such as a cleaning fee.Click the blue link, e.g. RA 36.It hasn't started yet — start it from Sales › Rental Agreement (topic 2.2).Tick two invoices and use Send Mail to send them to your own test email address.
Use this to check credits given to hirers — waivers, free rental, service delays and compensation — and how much of each has been applied.
| Amount | The credit value |
|---|---|
| Paid | How much has been applied |
| Pending | Balance still to be applied |
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Test Customer A says they were promised a credit for a late service. Find the credit note, check how much is still pending, and raise one if it's missing.
You found the hirer's credit note, know how much of it is still pending, and can raise a new credit from the agreement when one is missing.
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Click Income in the top menu and select Credit Note.Type the number in CreditNote Id and click Search, or use Advance Search.The small label under the number (e.g. RA 34) is the agreement; Cost Centre is the vehicle plate.Credit value, how much is applied, and the balance still to be applied.The Status column, e.g. DRAFT.Sales › Rental Agreement, red – in the Adjustment column, fill the Reduce Charge window and click Apply Credit.Export the credit note list to Excel and filter it to one customer.
Use this to see every invoice with money still pending, how many days each is overdue, and to act on them straight from the report.
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It's Monday morning. Pull up every invoice still pending, sort the most overdue to the top and send a reminder to the worst one.
A filtered Overdue Invoice report sorted by Due Days, with the total pending noted and one invoice sent by WhatsApp.
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Click Reports, then Overdue Invoice under Income Reports.Date range, customer, executive, Due Days sorting and status are all on the filter bar.Pending is what's still owed; Due Days Crossed is how late it is.Scroll to the bottom of the list.Print / Excel for the list, Ageing Print for ageing.Action on the row › WhatsApp Invoice. Use your own test number.Filter the report to one executive and print the ageing view for them.
Use this when a hirer pays. Adding a receipt to the invoice records the payment method, amount and bank.
Note. Add Receipt is also in the Action menu of the Overdue Invoice report — see topic 3.3.
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Test Customer A has just paid this week's rental by bank transfer. Record the payment against the invoice and attach the transfer slip.
A saved receipt for Test Customer A's invoice with the bank transfer reference and slip attached — and the invoice now shows as paid.
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Income › Invoice, tick the invoice, click Action at the end of the row, then Add Receipt.These are at the top of the Create Receipt window.Only when the customer pays by cheque.The Receipt No is generated automatically.Under Attach Documents — max 2 MB. Add new adds another file.Add any notes and click Save.Back in Income › Invoice, check the Paid tab (or Paid and Due on the row for a part payment).Record a part payment on another invoice and check how Paid and Due change on the row.
The step-by-step screens for GIRO are being prepared and will be added in the next edition of the training booklet.
Collect recurring rental payments automatically by GIRO.
Use this to check each bank and cash account against the bank statement, so the balance in Moiboo matches the bank.
| CASH | Cash account — money received or paid in cash (cash in hand). It is not a bank account, but it is checked the same way. |
|---|---|
| OCBC | Bank account — the company's account at OCBC Bank. Money received or paid by bank transfer or cheque goes here. |
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Your manager wants last month's OCBC account matched to the bank statement. Enter the bank date for every receipt and payment that cleared, then pull the reconciliation report.
Every cleared transaction in last month's ledger has a Bank Date, the Ledger Balance agrees with the bank statement, and the Reconcile Report is ready to share.
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Click Reports, then Bank Reconciliation Report under Accounting Reports.Set the from and to dates, leave the filter on Only Accounts and click Search.CASH is cash in hand; OCBC is the company's bank account for transfers and cheques.Click the account name, e.g. CASH or OCBC.Use Transaction / Bank Date Range, ChequeNo, Total Amount From / To and Branch, then Search. Clear resets.The Vch Type column shows Receipt or Payment; amounts sit in Debit or Credit.Match it to the bank statement and enter the date it cleared the bank.They're at the bottom of the ledger.Click Reconcile Report at the bottom of the ledger.Reconcile the CASH account for the same month and note any transactions that have no bank date yet.
Use this to prepare the GST F5 return. It sums up sales, purchases, GST on sales and GST paid on purchases for the period, ready to file with IRAS.
Note. GST (Goods and Services Tax) is a broad-based consumption tax on the import of goods and on nearly all supplies of goods and services in Singapore. Filing the GST return is compulsory.
| Box 1 | Standard-rated supplies — sales subject to GST at the standard rate (currently 9%). Excludes the GST charged. |
|---|---|
| Box 2 | Zero-rated supplies — supplies of international services listed in section 21(3) of the GST Act. |
| Box 3 | Exempt supplies — the total of each type of exempt supply for the period. |
| Box 4 | Total supplies — Box 1 + Box 2 + Box 3. Worked out automatically. |
| Box 5 | Taxable purchases — standard-rated purchases (including imports) where the GST can be claimed, plus zero-rated purchases. Excludes GST. |
| Box 6 | Output tax due — the GST charged on standard-rated supplies. |
| Box 7 | Input tax and refunds claimed — the GST paid on purchases, subject to the conditions for claiming input tax. |
| Box 8 | Net GST — Box 6 minus Box 7. Worked out automatically. This is the net GST to be paid to, or claimed from, IRAS. |
| Box 13 | Revenue — revenue for the period from the profit & loss accounts. It can differ from Box 4, which follows GST rules. |
Note. Boxes 9 and 16 – 19 apply only to businesses under an approved scheme, such as the Major Exporter Scheme or the Import GST Deferment Scheme.
| Update GST Form | Open the saved form to change it. |
|---|---|
| Print the return. | |
| Audit XML / Audit TXT | Download the audit file as XML or TXT. |
| Freeze | Lock the form once the return is final. |
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It's time to prepare last quarter's GST return. Generate the GST F5 for the three months, check the boxes, fill the declaration and save it as a draft for your manager to review.
A GST F5 for last quarter saved as DRAFT, with every box checked against the supplies downloads and the declaration filled in — ready for your manager to review before it is frozen.
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Click Reports, then GST FORM-5 under Tax Reports.It's at the top right of the GST Forms list.Pick the month / year for each, then Search. The GST F5 fills in.Use Download Outward Supplies and Download Inward Supplies to see the invoices and purchases behind the figures.1 — standard-rated sales; 5 — taxable purchases; 6 — GST on sales; 7 — GST paid on purchases; 8 — Box 6 minus Box 7.Choose Yes or No for each.Name of the declarant, Declarant ID, Designation, Contact Person and Contact Tel No.Click Save, then search the period in the GST Forms list.Freeze. Update GST Form, Print and Audit XML / TXT are also in the Action menu.Print the draft return and download the Audit XML, then compare the totals with Box 4 and Box 13.
Add a promotion such as free rental days to a hirer's agreement and notify them by email or WhatsApp.
Redeem a hirer's promotion on their agreement and raise a credit note for the redeemed days.
Keep your website's vehicle listings in step with Moiboo.
Publish listings and promotions to your social media channels.
Take a new booking with customer, dates, vehicle and pricing, send the payment request, then raise the rental agreement.
Log a new rental enquiry in the Interest Form — customer, current vehicle, lead source and who follows up.
Convert an enquiry into a rental application — personal, licence, documents, next of kin, consent and signature.
See which vehicles are free for the customer's rental period.
Record the customer's deposit against an application — amount, payment images and signature.
Convert the deposit into a rental agreement — hirer, vehicle, dates, daily rates, GST, signatures and save.
Hand over the vehicle — record start time, odometer, fuel, invoice frequency and inspector to make the rental Active.
Complete the 7-item vehicle checklist with photos in the Moiboo app, get the customer's signature, then send the photos from the website.
Check the vehicle back in when the customer returns it, then view the check-in photos from the website.
Stop an active rental for a while — breakdown, accident, service or goodwill — with odometer and expected resume date.
Bring a paused rental back to Active and choose how the paused time is billed.
Keep the vehicle with the hirer past the end date — extend by days or to a new date.
Swap the hirer's vehicle for another one under the same agreement — odometer, fuel, reason and inspectors.
End a rental when the vehicle comes back for good — stop date, odometer, fuel, inspector and reason.
Add an extra charge to a rental — late fee, cleaning, damage and more — with the right tax treatment.
Give the hirer a credit — goodwill, free rental, service delay or compensation — through Reduce Charge.
Find who was driving when a fine, toll or ticket was issued, and save it as a traffic violation.
Authorise a relief driver on an active rental — the period they may drive and the CDW charged.
Every row in Sales › Rental Agreement shows a status. The status decides which icons appear in the Actions column.
Read the invoice list — billed, received, outstanding and overdue — and check the linked rental agreement.
Check credits given to hirers and how much has been applied — and raise new ones from the agreement.
See every invoice with money still pending and how overdue it is — and act on it from the report.
Record a hirer's payment by adding a receipt to the invoice — method, amount, bank and attachments.
Check each bank and cash account against the bank statement and enter the bank date for every transaction.
Prepare the GST F5 return for the period — check every box, declare, save, and print or export it.
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