Management Dashboard
Fleet Status
| Car ID | Vehicle | Client | Status | Income/m | Cost/m | Net |
|---|
This Month Activity
| Date | Type | Contract | Amount |
|---|
Funding Summary
| Fund ID | Lender | Vehicle | Type | Rate | Monthly | Total Obligation | Still Payable |
|---|
Fleet Register
All vehicles — cash and financed
Vehicles
| Car ID | Vehicle | Year | VIN | Reg | Status | Purchase Price | Book Value | Type | Actions |
|---|
Funding Accounts
Floorplan and loan obligations
All Funding Accounts
| Fund ID | Lender | Linked Car | Type | Rate % | Principal | Total Cost | Still Payable | Monthly | Term / Rem. | Actions |
|---|
💡 Log funding repayments in Cashbook (Type = "Funding Payment") to track collections against obligations.
Contracts
Rent-to-own and rental agreements
All Agreements
| No. | Client | Vehicle | Type | Rate / Monthly | Started | Period / Term | Status | Actions |
|---|
Quotes
Vehicle quotations and proposals
All Quotes
| Quote # | Client | Vehicle | Monthly (R) | Date | Status | Actions |
|---|
Quick Calculator
Statements
Generate and print monthly client statements
Select Contract
🧾
Select a contract to preview
Cashbook
All income and expenses
Filters
Transactions
| Date | Type | Contract | Funding Acc. | Reference | Amount (R) | Notes |
|---|
Reports
Financial analytics and summaries
Settings
Company details and system defaults
Company Information
Banking Details
These details appear on every client statement under Payment Instructions.
Data & Backup
Your data lives in this browser's local storage. Export regularly as a backup — if you clear the browser or switch devices, you can restore from the file.
Invoice Generator
Create branded tax invoices
Invoice Details
Client Details
Line Items
| # | Description | Specification / Notes | Qty | Unit Price (R) | Line Total |
|---|
Subtotal (excl. VAT)
R 0.00
VAT @ 15%
R 0.00
TOTAL (INCL. VAT)
R 0.00