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Customers & Their Portal

Every customer you invoice automatically gets their own account, so they can come back and see their history without calling you for a copy.

Customer records

Customers are created for you the first time you invoice them, or you can add one up front from Admin → Customers. Each record keeps their contact details alongside every car and invoice linked to them.

My Cars

Once signed in, a customer can see every vehicle they've bought from you under My Cars, along with its details and paperwork.

My Invoices

Sales and repair invoices are both available to the customer under My Invoices, so they can view or download a copy whenever they need one — no need to email a PDF each time.

Staff view

Staff with the right permissions can view the same information from the admin side under Admin → Customers, useful when a customer calls in with a question about a past purchase or invoice.