As you may have recently seen, we added support to link customer accounts, and access all customer vehicles from the client dashboard. Now that the ability to link accounts exists, it made sense to use this to produce full customer statements. You will need to link the required accounts you wish to merge, using the provided link on the client dashboard to select the other clients you wish to combine.
When logged in to the client dashboard, and clicking on Client Statement at the top of the screen. You will see a screen similar to above, where you select the date range you wish to produce a report on, here you can select the linked client accounts you wish to see in the statement. The currently active client is highlighted on the client list selection, you are free to select/unselect any of the individual accounts you wish to include. All Transactions are grouped and sorted by date over all transactions to give an overall clear view of a client’s complete account in full detail, including useful information on each vehicle, such as mileage and last service date.
This is the latest in the pipeline of additions on the way for our auto repair invoice software. We have also slightly modified the format of the customer statements to display client and vehicle details more clearly.