WORK ORDER
Create Invoice
Start with the customer, choose the vehicle, add tires or services, then record payment.
CUSTOMER
Customer Information
VEHICLE
Vehicle Information
TIRES & SERVICES
Invoice Items
PAYMENT
Payment Record
OPTIONAL
Invoice Notes
SUMMARY
Invoice Total
CUSTOMER COPY
Actions
SAVED RECORDS
History
Search, reopen, print or remove saved invoices.
CUSTOMER RECORDS
Customers
Customer records are searchable by phone number.
REPORTS
Reports
Choose the report you want to review or print.
Employee Sales & Activity
Review invoices, tires, services, and sales totals by date range and employee.
Employee Breakdown
Report includes all non-void invoices within the selected date range.
| Employee | Invoices | Tires | Services | Tire Sales | Service Sales | Total Sales |
|---|
Tax & Sales Report
Accounting summary of taxable sales, non-taxable work, sales tax, payments, and balances.
Sales Summary
Taxable merchandise and non-taxable labor/services.
Payment Summary
Payments received during this period, regardless of invoice date.
| Method | Transactions | Amount |
|---|
Outstanding Balances
Open balances from invoices in this reporting period.
Invoice Register
Detailed non-void invoices in the selected reporting period.
| Date | Customer | Phone | Vehicle | Taxable | Tax | Total | Paid | Balance | Methods | Employee | Verification |
|---|
Payment Register
Cash, card, Zelle, and other payments received in the selected period.
| Date | Customer | Method | Amount | Employee | Verification |
|---|
SETTINGS
Shop & Invoice Settings
Tap a section to expand its settings.