Tutorials

Learn vin2bill, fast.

Two short walkthroughs. The first shows the app workflow — from a VIN to a sent, paid invoice. The second tours the back office and explains what each setting does.

01

Creating & sending an invoice

Follow the full app flow: create a vehicle record, add line items, capture payment, and send the invoice to your customer.

  1. Step 01

    Create a vehicle record

    Scan or type a VIN, look up a license plate, or enter the year, make, and model by hand. The app decodes the vehicle and populates its attributes automatically.

  2. Step 02

    Add line items

    Pull stocked parts, key blanks, fobs, and transponders from inventory — they auto-deduct as you add them — or add canned jobs and custom labor lines.

  3. Step 03

    Capture payment

    Mark the invoice paid on the spot. Capture the customer’s signature, a photo of the registration, or other proof right from the job.

  4. Step 04

    Send the invoice

    Deliver the finished invoice by text message or email. The customer receives a link to view and pay, and the record is saved to your account.

02

Back-office settings & functions

A guided tour of the back office — what each section does and how to configure it for the way your shop works.

Customers & suppliers

Manage your customer and supplier lists, import customers from CSV or XML, and edit fleet account flags. Each record is searchable and exportable.

Inventory management

Stock key blanks, fobs, and transponders. Upload a supplier CSV with cost and margin, set low-stock thresholds, and let invoicing auto-deduct quantities.

Invoices & records

Review, search, and export your invoice history for bookkeeping, tax, and audit. Import invoices from CSV or XML and keep records tied to each vehicle.

Sales & tax reports

Run daily, weekly, monthly, or annual sales reports with tax-collected totals and margin-adjusted inventory figures, then download them as CSV.

Account & security

Manage your account, subscription tier, and sign-in security. Admins can manage users and roles, and the owner can enroll TOTP two-factor protection.

App settings

Configure defaults like tax rates, inventory auto-deduction, low-stock alerts, and daily sales and inventory email reports to fit how your shop runs.

03

Setting Up Your Website Portal

A step-by-step walkthrough for getting your Vin2Bill website portal set up.

Still need a hand?

If a step in the app or the back office isn’t clear, our support team is happy to walk you through it.

Contact support