Financials

Invoices, payments, credit terms, release clearance, revenue, and expenses.

MyShopBinder tracks the money side of the repair workflow so a completed unit is not released until it is paid, approved on terms, or cleared by a manager.

Demo fallback active. Configure local Supabase to persist invoices, payments, credit, release clearance, and expenses.
Gross revenue$4,770.00
Collected$1,125.00
A/R balance$3,645.00
Overdue A/R$2,865.00
Expenses$595.00
Margin estimate$530.00
Open invoices2
Release holds1

Payment settings

Create invoice

Record payment

Posting full payment automatically clears the related unit for release.

Record expense

Accepted payment methods

Credit cardDebit cardACH / bank transferCashCheckWire transferShop creditFleet charge accountNet terms invoicePurchase order-backed billingExternal processor / manual paymentInsurance payerWarranty payerSplit payment

Common shop customer methods include cards, ACH, cash, check, wire, shop credit, fleet charge accounts, net terms, PO-backed billing, external processors, insurance, warranty, and split payments.

Shop credit and terms

Demo Fleet Transportnet 30 | limit $15,000.00 | used $725.00
High Plains Haulingnet 0 | limit $2,500.00 | used $0.00

Invoice control

Export invoicesExport paymentsExport A/R
INV-1001 - High Plains HaulingMSB-1002 | Truck HP-22 | due 6/23/2026total $2,865.00 | paid $0.00 | balance $2,865.00Receipt | Statementhold payment
INV-1002 - Demo Fleet TransportMSB-1001 | Truck 104 | due 7/23/2026total $725.00 | paid $725.00 | balance $0.00Receipt | Statementcleared for release
INV-1003 - Demo Fleet TransportMSB-1003 | Trailer TR-500 | due 7/8/2026total $1,180.00 | paid $400.00 | balance $780.00Receipt | Statementterms approved

Payments, refunds, and voids

Export payments
INV-1002 - $725.00ACH / bank transfer | posted | ACH-DEMO-725
INV-1003 - $400.00Check | posted | CHECK-1042

Release holds

INV-1001High Plains Hauling | Truck HP-22 | $2,865.00 duehold payment

Recent expenses

Export expenses
$410.00parts | Fleet Parts Supply | ABS sensors and brake chamber replenishment6/23/2026
$185.00sublet | Mobile Calibration Co. | Actuator calibration support6/23/2026