ValveLine
You're using a temporary password — please set a new one in Change Password.

Profile

—

Change your password

User Management

Loading…

Contacts

Loading…

Address Book

Loading…

Business Info

—

System

Runtime, host and database information for this deployment.

Loading…

Backup & restore

A backup is a complete snapshot of the database and the configuration secrets. Keep the downloaded file somewhere secure — it contains credentials.

Quotations

Loading…

Invoices

Loading…

Forms

FormDescription
Customer Onboarding Form Account-opening form sent to a new customer by the accounts department, completed by hand and returned.
ValveLine Accounts Form Our bank details, sent to a customer so they can pay us by bank transfer (BACS).

Delete user?

Restore system from backup?

This permanently overwrites the entire database. All current data is destroyed and replaced with the contents of the backup file. This cannot be undone.

You are about to restore the backup created on — (app —, PostgreSQL —).

Make sure you have a current backup of this system before continuing — if anything goes wrong, it is your only way back.

Add user

…or add a new address
Privileges

Add contact

Business
People

Business Addresses

Delete contact?

Add address

Address

—

Delete address?

New Quotation

Prepared for

Not in Contacts yet — add the business on the Contacts page first.

Items
Carriage

Quotation

Delete quotation?

Generate Invoice

Pick the quotation to invoice. Its customer, items and totals are copied onto the invoice.

Invoice

No addresses are saved for this customer — add one on the Contacts page to print it.

Invoice

Mark invoice paid

Delete invoice?

Form