VMOTEK product release notes

01

Payments, refunds and credit controls

Added company and shop-aware payment methods, explicit cash change and retained overpayment credit, immutable payment/refund history, customer-credit application, Stripe and offline refund processing, and Payment Reconciliation reporting. Customer credit limits now use live unpaid exposure; a shop override takes precedence and an authorized over-limit invoice requires an audited reason. Available purchasing credit stops at zero while the over-limit state remains visible.

• Administrator action: review active payment methods and reference requirements in Settings → Payments.
• Advisor action: distinguish customer credit balance from permitted unpaid credit limit.

02

Returns, campaigns and inspection governance

Added customer part returns, vendor RMAs, credit memos, return PDFs and supplier-credit reconciliation. Added lead sources and campaigns carried from appointments into work orders and reporting. Added inspection-template lifecycle governance and structured customer/technician concerns with recommendation conversion.

03

Repeatable service and readiness

Added vehicle-aware service packages, linked inventory parts, labor and diagnostic templates, Simple and Advanced setup, pricing preview and overage behavior. Added Setup & Readiness evidence, appointment capacity policies, public booking foundation, fees, discounts, document policies and related control reports.

04

Multi-shop operating model improvements

Customer, vehicle, vendor, catalog and inventory item definitions remain company-wide while transactions and stock retain shop ownership. Added location-aware customer policy, source-shop transfer governance, Quick and Controlled transfers, inventory-transfer accounting evidence, shop comparison reporting and hardened company/shop configuration precedence.

05

Help Center improvements

The Help Center now groups role-based setup and operational guides, exposes visible review dates, includes safe troubleshooting and diagnostic collection, provides guided walkthroughs and retains this release history.