How to Customise Garage Invoice to Work Your Way

Every garage works differently, so Garage Invoice lets you adjust nearly everything: how it looks, what is in your menus, the columns in every table and the filters you see first. Set it up once and it works the way you do, every day.

These three short videos show you how, step by step. Watch them in order or jump straight to the one you need.

1. Part 1 · 6:24 Theme, menus and header Dark mode, Menu Builder, shortcuts and screen settings
2. Part 2 · 2:25 Choose your table columns Show, hide, reorder and sort, for the screen and for exports
3. Part 3 · 2:32 Search and filter your lists Find any record fast and remember your favourite filters

Part 1 · 6:24

Make Garage Invoice look and work your way

Change the colour theme, the side menu, the top bar and the settings that control how screens look and move.

What the video covers

1. Dark mode. Click your profile picture in the top right corner and use the dark mode switch at the bottom of the panel. Garage Invoice remembers your choice next time you log in.
2. A smaller side menu. Click Collapse Sidebar at the bottom of the menu to shrink it to icons. Click the arrow again to bring it back.
3. Hide the menu until you need it. Go to System Settings → Customisation → GI System, set Automatically hide the sidebar menu to Enabled and save. Move your mouse to the left edge of the screen and the menu slides out.
4. Build your own menu. In Customisation → Menu Builder, drag items into a new order, hide the ones you don’t use, rename them and change their icons. Add links, groups, headings and dividing lines, including links to other websites that open in a new window or inside Garage Invoice. Click Save Menu when you’re done. The Customer Portal Menu tab works the same way for the menu your customers see.
5. Top header shortcuts. In GI System, under Top Header Shortcuts, choose up to eight shortcuts to the pages you use most and drag them into order.
6. Sticky or hidden header. Keep the top header fixed on screen, so search, shortcuts and notifications are always in reach, or hide it automatically for more space. You can use one of these at a time.
7. Display density. Choose Spacious, Comfortable (recommended), Compact or Extra compact to fit more or less on screen. Phones always stay at normal size.
8. Animations. Turn on field selection animation separately for desktops, tablets and mobiles, and pick the effect used when pop-up windows open, with Try effect to preview it.

Read more: Menu Builder and GI System Settings in the help centre.

Part 2 · 2:25

Choose the columns in your tables

Decide exactly what every list shows, in the order you want, and set up your exports separately.

What the video covers

1. Open Choose Columns. Click the three dots at the top of a table. The example uses the Invoices table.
2. Show or hide columns. Under Table Columns, tick a column to show it and untick it to hide it. Locked columns, like the invoice number, always stay in place.
3. Change the order. Drag a column by the handle on its left, then click Save Changes. The table updates straight away.
4. Set the default sorting. Choose the column to sort by and pick ascending or descending, so your biggest invoices can come first.
5. Set up exports separately. Under Export Columns, choose the columns, order and sorting for exported files. Then use Export to download an Excel file or a CSV.
6. Start again any time. Reset All to Defaults brings back the original layout.

Works everywhere: customers, vehicles, job cards and most other tables have the same Choose Columns button.

Part 3 · 2:32

Search and filter your lists

Find one record in seconds, or narrow a list down to exactly what you need to work on.

What the video covers

1. Quick search. Type into the search box at the top right of a table: an amount, a date, a customer’s name or a registration. The table filters as you type. Empty the box to see everything again.
2. Filters. Click the funnel icon to filter by the options for that list. For invoices, that’s date range, status, sale agent, payment mode, customer and vehicle.
3. Date ranges. Pick a quick range like This week or This month, or choose your own dates, then click Apply. A small dot on the filter button shows a filter is on.
4. Find unpaid invoices. Under Status, tick Unpaid, Partially paid and Overdue to see everything you need to chase in one list.
5. Remember my filters. Tick it before clicking Apply and your filters are already set next time you open the list. Clear takes you back to the full list.

Works everywhere: customers, vehicles, job cards, quotes and your other lists have the same search box and filter button.