Help center › Auto repair shops
Create a shop invoice with the vehicle
In an auto shop, Invoices becomes Invoices — Shop, and every invoice carries the vehicle details.
Customer and vehicle
- In the menu, tap Invoices, then + New Invoice.
- Under Customer, use Search Existing (by name, phone or email) or + New Customer (name and phone are required).
- Under Vehicle (optional), pick one of their vehicles, or tap + Add New Vehicle and enter Make, Model, Year, License plate and VIN. If a vehicle detail is wrong, tap ✏️ Fix.
Work and amounts
- Enter the Repair Order and Mileage (both optional).
- Under Products / Services, add one line per part or labor item with Description, Price and Qty. Tap + Add Line for more.
- If the customer is tax exempt, check Tax-exempt invoice and enter the Exemption certificate #.
- Add Notes or pick a saved note (your warranty, for example).
- Check the subtotal, sales tax and total, then tap Save Invoice. The number is assigned automatically.
A new shop invoice with the vehicle.
Related articles
Charge, print and send a shop invoiceRecord full or partial payments, print the invoice and send it by email or WhatsApp.Customers and their vehiclesSave each customer's vehicles and fix their details. A fix shows on all their invoices and estimates.Saved notes for invoices and estimatesWrite your warranty or terms once and pick them when you create an invoice or estimate.
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