Start with the invoices that remain unpaid
The receivables view groups outstanding balances by age and customer. Staff can open the underlying invoices, review the amount already paid and decide whether the next step is a statement, a conversation or an account correction.
Send a statement from the current account
Statements list the relevant invoices and balance using the garage’s configured details. Staff can send an individual statement from the customer record or select eligible accounts for a broader run. Supported email events then appear in document history.
Correct an invoice with a credit note
A credit note remains linked to the invoice it adjusts. Motorworks records the reason, credited lines, VAT and issue status, and includes the transaction in the customer ledger.
The records support day-to-day credit control and accountant exports. The garage and its accountant remain responsible for deciding when a credit note is required and how it should be treated in the statutory accounts.
