Dashboard

Workflow — Each Invoice Stands Alone

📝 1. Create individual charges

Anytime during the week, create separate Rental, Damage, PCN, Charge, Customer invoices. Each is sent independently.

📥 2. End of week: Self-Bill

Create driver self-bill, IMPORT all unsettled charges as deductions (or add manually).

✓ 3. Auto-settle

Imported charges marked "settled" automatically. Status visible in Archive.

📦 4. Bundle & send

Download week as ZIP. Email to drivers + accountant.

Drivers

Vehicles

Create Invoice

Each invoice type is independent — create now, settle later via Self-Bill

Rental VAT Invoice — Weekly Van Rental

Charge a driver for the weekly van rental. Issued to driver, settled later when imported into self-bill.

Driver *

Week (Mon-Sun) *

Invoice Archive

Weekly Self-Bill Pipeline

Tuesday: create + send · Friday: payment

💷 Pay Day

Pending Payments

Click "Mark Paid" after sending the bank transfer

Email Tracker

Settings

Pre-filled with your real values

Branding

Trading Name

Company Number

Registered Office

Email

Sender Name

VAT

VAT Number

VAT Rate %

VAT Reg Date

Pricing Tiers

Legacy (£/wk, VAT inclusive)

New (£/wk, VAT exclusive)

Accountant (optional)

Firm

Email

📧 Email Sending (Apps Script)

Send invoice PDFs directly to drivers via Gmail. Requires a Google Apps Script web app — paste the deployed URL + your shared secret here. Without these, you can still download PDFs manually.

Apps Script Web App URL

Apps Script Secret

Test Email (for test sends)

BCC (every email)

Default Email Tone

After saving, the topbar pill should turn green if URL + Secret are filled.

Users & Access

Manage who can sign in and what they can do

Data Backup

Export/import all data

Export

Import

Restore from backup. Replaces all current data.

Storage Info

Danger Zone

Manage your fleet, drivers & payments in one place.

Set up your director account.