PDFs and exports

BookandManage produces branded PDFs for the paperwork customers see, and spreadsheet exports for the paperwork you keep. Every PDF uses your logo, brand colour, business details and footer from Settings.

PDFs

Document	Where to get it	What's on it
Rental agreement	A booking: More, View agreement. Also attached to the Rental agreement email.	Hirer and date of birth, driver licence, contact details, vehicle, pickup and return (a branch, or the delivery and collection address), hire length, extras, kilometres, charges including tax, security bond and signature. Then your rental terms and conditions on the following pages. Marked DRAFT until it's signed.
Rent-to-own agreement	A contract: Agreement	Sale price, deposit, instalments, term, payment method, late fee, ownership and signature, then your rent-to-own terms.
Settlement letter	An ownership transfer, once the contract is paid off	Hirer, vehicle, VIN, agreement, total paid, payoff date and "Encumbrance: None".
Condition report	A signed-off inspection: Download PDF. Also emailed with the Condition report template.	Readings, the checklist, damage marked at this inspection and already on the car, photos taken, notes and both signatures.
Tax invoice	An invoice: PDF	Bill to, issue and due dates, booking, contract and vehicle, line items (lines without tax are marked), subtotal, tax, total, paid and balance due, and a PAID, OVERDUE, VOID or DRAFT stamp. A "How to pay" box with your bank details and any card surcharge.
Receipt	A payment: Receipt	Who paid, how and when, the amount, and a PAID stamp.
Quote	A quote: PDF	Who it's for, the hire, your message and a link to accept online. Marked DRAFT or EXPIRED when it applies.

History downloads

Three records have a Download history (or Download record) option that pulls everything about them into one file, as a PDF or a spreadsheet (Excel (CSV)):

• A car: every rental (odometer and fuel out and in, kilometres driven, totals, damage), its inspections, damage reports and maintenance.
• A customer: every hire, every rent-to-own contract, payments and what's outstanding.
• A booking: the full record: hire details, readings, inspections with their checklists and damage marks, damage reports with insurance and repairs, charges, invoices, payments, the security bond and the activity log. The spreadsheet version is the booking's timeline.

People without See finance get the same file with every amount hidden.

Exporting lists

Every list (bookings, customers, cars, invoices, payments and the rest) has an Export button. Export the current view, only the rows you've selected, or everything, as a CSV or an Excel-ready CSV that opens straight in Excel with the right characters.

Use Columns first to choose what's included, and filters or saved views to narrow it down.

Reports

Each of the seven reports exports its details as a CSV.

Your whole account

The account owner can download all of the business's data from Settings, Billing. See Billing and your account.