Customers – overview screen

Customer screen

Learn how easy it is to manage customers when every information you need is one place.

Garage Invoice provides you with Customer overview screen where you can easily check and update customer’s contacts, view statements, check and create invoices, quotes and credit notes, record expenses, add vehicles, create tasks or upload files and share them with your customer.

Customer Overview Screen

  • Click on ‘CUSTOMERS‘ option located on the sidebar menu (left-hand side of the screen).
  • Locate customer on the list and click on his Name.
  • The overview menu is located on the left-hand side of the screen.

Related Documentation

How to manage Invoices (Edit or Cancel)

Managing Invoices Learn how to edit or cancel Invoices You can edit Invoices with different statuses. Note: If you edit invoice with ‘Paid’ status and: increase total invoice value (e.g.

How to update Customer’s details

Update a Customer Learn how to change and update Customer’s details. With Garage Invoice you can easily update customer’s details, contacts and billing and shipping addresses. How to update a

How to create a manual order

Manual Orders Learn how to create manual orders for Customer, right from the admin panel. With Garage Invoice you can create manual orders (e.g. when customer is on the phone

How to create tasks/jobs for vehicles.

Creating tasks/jobs Learn how to create tasks/jobs for vehicles and stay on top of your work. With Garage Invoice you can easily create tasks/jobs, log time you’ve spent on them