In this guide
Follow the steps below in order. You can return to this page at any time.
Invoice History keeps generated invoice records together so authorised users can filter, review and download them later.
ValetFlow may contain staff time invoices and additional-service invoices. Check that the record matches the dealership, service period and intended recipient.
Use dealership, date and payment-status filters to narrow the list. This reduces the chance of opening or sending the wrong document.
Before relying on an invoice, review the underlying time records, additional work or service items. Correct the source record through the approved process rather than editing a PDF outside the system.
Mark the invoice status when payment is confirmed. Do not assume that downloading or emailing a document means it has been paid.
Invoice records may contain names, amounts and payment information. Limit access, follow the dealership's retention policy and avoid including them in demo screenshots.
Use the correct invoice type
ValetFlow may contain staff time invoices and additional-service invoices. Check that the record matches the dealership, service period and intended recipient.
Filter before reviewing
Use dealership, date and payment-status filters to narrow the list. This reduces the chance of opening or sending the wrong document.
Check the source information
Before relying on an invoice, review the underlying time records, additional work or service items. Correct the source record through the approved process rather than editing a PDF outside the system.
Paid and unpaid status
Mark the invoice status when payment is confirmed. Do not assume that downloading or emailing a document means it has been paid.
Retention and privacy
Invoice records may contain names, amounts and payment information. Limit access, follow the dealership's retention policy and avoid including them in demo screenshots.
Product screenshots
Open the demo
See ValetFlow in action
Screenshots from the ValetFlow demo/manual showing how the system looks in day-to-day use.