Customer Profile Management | Booking, Invoicing & Payment in TMS

🧾 Optimizing Customer Profiles:

In HTBOOK Transport Management Software (TMS), the Customer Profile Dashboard is a powerful tool that simplifies how you manage customers, track bookings, monitor payments, and generate financial reports — all in one place. It’s designed for transportation and tourism companies that want smooth operations and professional service.

🎯 What is the Customer Dashboard in HTBOOK?

The Customer Dashboard in HTBOOK is your central control panel to handle everything related to your clients. Whether you offer bus rental, van rental, city tours, airport transfers, or monthly transport services, the dashboard provides:

• A full view of customer activity
• Instant access to bookings, payments, and invoices
• Clear financial data and statement of account (SOA)
• Customizable invoice and payment options
• Export-ready reports for auditing and sharing

✅ With HTBOOK’s cloud-based system, you can manage customer data securely from anywhere — UAE, Pakistan, India, Qatar, Egypt, Oman, and more.

🔍 View Bookings and Transaction History

Every customer profile shows:

• Booking logs with trip details and statuses
• Payment history, including amounts and methods
• Invoices issued, pending, or overdue
• Statement of Account (SOA) — all in one view

📄 Account Statements & Invoice Management

HTBOOK allows you to:

• Create professional invoices with just a few clicks
• Select invoice month, due date, and subject
• View and reconcile invoice vs. payment records side by side
• Track overdue amounts, discounts, and partial payments

📤 Export invoices in PDF, Excel, or Word for printing, email, or sharing via WhatsApp.

📋 Handling Un-Invoiced Bookings

In the HTBOOK Customer Dashboard, any un-invoiced trips or bookings are listed clearly. You can:

• Select specific bookings to include in a new invoice
• Preview invoice summaries before finalizing
• Add or remove services (parking, overtime, Salik, fuel, etc.)
• Customize invoice table columns for print
• Edit, reassign, or delete invoices as needed

💵 Recording and Managing Customer Payments

With HTBOOK, handling payments is quick and professional. From the Customer Profile Dashboard, users can:

• Click New Payment or Upload Payment
• Select the date and method (Cash, Bank, Online)
• Allocate payment amounts to each invoice
• Attach ledger account or bank reference
• Generate printable payment voucher slips (PDF)

📲 You can also send payment receipts directly to the customer through WhatsApp, Email, or shareable links.

🔧 Extra Features in the Customer Dashboard

• Customer type categorization (e.g. Cash, Corporate, Reference Customer)
• Tagging frequent travelers or tour clients
• Assigning special terms or pricing models to customers
• Managing document uploads (passport, contract, ID)
• Adding internal notes or follow-up reminders
• Alerts for unpaid bookings or pending invoices
• Filtering data by month, service type, or location (e.g. Abu Dhabi, Dubai, Sharjah)

✅ Why This Dashboard Matters

The Customer Profile and Dashboard is a key feature of HTBOOK TMS Software because it brings everything into one place. You don’t need to jump between modules to manage invoices, payments, and bookings.

Benefits:

• Saves time with one-click access to records
• Reduces billing and payment errors
• Supports better decision-making
• Improves client satisfaction with fast service
• Makes audits, reviews, and reports stress-free

📝 Summary

The HTBOOK Customer Dashboard is more than just a contact page — it’s a complete customer management solution. From creating invoices to tracking payments and booking trips, everything is done easily and accurately.

HTBOOK TMS Software gives you a clear, secure, and smart way to manage your transport or tourism business.

Whether you're handling a few bookings a week or hundreds a month, this system helps you grow, stay organized, and serve your customers better.

📞 Ready to Get Started?

Let HTBOOK help you manage your customer profiles, accounts, and bookings with confidence.

👉 Contact us today to activate your free 3-day trial and take full control of your transport operations.