Sales & customers · Customers & brokers
Every customer’s story on one page. Every broker’s balance, clearly.
A customer account holds their identity documents, rentals, invoices, payments, deposits, statements and follow-ups. Brokers and partners have their own balances, kept apart from the customer.
| Date | Type | Number | Debit | Credit | Balance |
|---|---|---|---|---|---|
| 10 Oct | Invoice | INV-000229 | 1,260.00 | 1,260.00 | |
| 11 Oct | Payment | PAY-000116 | 1,260.00 | 0.00 | |
| 15 Oct | Invoice | INV-000231 | 378.00 | 378.00 |
Security deposits and broker-billed invoices are not part of this balance.
What it does for you
What changes for your team
No duplicate customers
A mobile number already on file is refused. Search by phone first and every rental lands on the right person.
Statements customers understand
Download a statement as balance forward, open items or transaction view. The balance is invoices, less payments and applied credit notes.
Broker balances that make sense
When you invoice a broker, it is a receivable from the broker. Commission you owe is a payable. The broker statement shows both and the net position.
Identity documents protected
Passport, Emirates ID and driving licence files are visible only to roles with the sensitive-documents permission.
How it works
Adding a customer properly
Search the mobile number
Avoid creating the same person twice. Duplicate mobile numbers are refused anyway.
Create the record
People › Customers › New, or press + in any customer drop-down on an agreement, invoice or quotation.
Attach documents
Upload ID and licence copies. They stay private and every download is logged.
Rent, bill, report
The customer is now available on rentals and billing, and their statement builds itself.
In detail
What’s included
Customer account tabs
- Overview
- Transactions
- Invoices
- Payments
- Credit notes
- Deposits
- Rental agreements
- Statements
- Documents
- Follow-ups
Broker and partner tools
- Accounts receivable from brokers
- Commission payable on approval
- Broker statement: broker owes you, you owe broker, net position
- Broker and booking reference on invoices and credit notes
- Broker credit balances shown as liabilities on the balance sheet
Broker-billed invoices and security deposits are never part of the customer’s own balance. The statement shows only what that customer owes.
Questions
Customers & Brokers: common questions
Something else? Ask our team or read the Help Center.
Can I give a customer a statement in AED?
Yes. Statements show the currency (AED) with the balance due directly below, and download as PDF or print.
How is broker commission recorded?
Approved commission becomes a payable. Paying it clears the payable from the bank, so the cost is not recorded twice.
Connected to
Works hand in hand with
Next step
See your own rental workflow in VROOM.
Book a live demo and we will walk through a rental from booking to the financial statements, using demonstration data.