01What it is
Settlements is where you close customer jobs on the money side. The list shows jobs that are ready for pickup or closed and have no settlement yet.
Mivare Works does not issue invoices or receipts. The workshop accounting software does that, for example through the national e-invoicing system. In the settlement you record the sales document number and date, and you can export the job items to that software.
Amounts are counted from the job items visible to the customer, split by VAT rate. The balance due is the gross amount minus the payments from Payments.
- CUSTOMER JOBS ONLY
- In-house projects of the workshop are not settled here.
- A NUMBER, NOT AN INVOICE
- The accounting software issues the invoice, you record its number here.
- FOR YOUR ACCOUNTANT
- CSV export: one row per item, with buyer, VAT number and VAT rate.
02What it is for
No job without a document
The To settle tab shows jobs without a recorded sales document.
What is still due
On every job: gross, paid and balance due.
Less retyping
A CSV file of job items to load into your accounting software.
Fleet billing
The customer statement collects one company's jobs, for example for a month.
03Main options
The screen has two tabs, To settle and Settled, plus the job settlement window.
Jobs waiting for a sales document
Customer jobs that are ready for pickup or closed, without a settlement date.
- Columns: job, customer and vehicle, location, gross, paid, balance due, job status
- Tiles: number to settle, gross value, balance due
- Search by job, customer, registration number and document number
Settlements in a chosen period
A Settled from and to date range, by default from the first day of the month until today.
- Sales document number in the last column
- The Settled in period tile
- Customer (companies) and location filters
Document number and date
The job settlement window with two required fields.
- Sales document, for example FV 12/09/2026, up to 60 characters
- Settlement date, today by default
- Reverse settlement returns the job to the To settle tab
04Tasks step by step
- STEP 1If the settlements screen is locked, the workshop has no VAT rates set.
- STEP 2Open Settings › Workshop, the Region and currency tab, and fill in the VAT rates.
- STEP 3Go back to Modules › Finance › Settlements.
- STEP 1Issue the invoice or receipt in your accounting software.
- STEP 2In Modules › Finance › Settlements, To settle tab, open the Settlement window on the job.
- STEP 3Enter the sales document number and settlement date, then save. The job moves to the Settled tab.
- STEP 1Open the Settled tab and set the date range, for example a whole month.
- STEP 2Use the CSV export. Each job item is one row: buyer, VAT number, EU VAT number, address, vehicle, quantity, price, VAT rate, net, VAT, gross, currency and document.
- STEP 3Load the file into your accounting software.
- STEP 1In the customer filter pick the company.
- STEP 2Use the Customer statement. A document with that company's jobs is created.
- STEP 1Find the job in the Settled tab.
- STEP 2Use Reverse settlement. The job goes back to the To settle tab.
- STEP 3Settle it again with the correct number.
05Actions
The most common tasks around settlements.
Settle a job
Sales document number and settlement date.
Print settlement
A summary of job items that is not an invoice or a receipt.
CSV export
Job items for your accounting software.
Customer statement
One company's jobs in one document.
Reverse settlement
The job returns to the To settle tab.
06What it connects to
Choose a module to see where the settlement amounts come from.
Jobs
You settle customer jobs that are ready for pickup or closed; the job card shows the document number.
Go to the topicJobsPayments
Paid is the total of paid payments on the job, reduced by refunds.
Go to the topicPaymentsCustomer list
Buyer details in the export come from the customer card.
Go to the topicCustomer listWorkshop
VAT rates are set in the workshop configuration; without them settlements are locked.
Go to the topicWorkshop