Corporate & account customers

Hotels, corporate PAs and event companies that book again and again are your best customers — here's how to run them as accounts using the tools you already have.

The Customers list showing account customers who book on regular terms. — The Customers list — account customers who book on regular terms sit here alongside your one-off bookers.

An account is just a customer record

There's no separate corporate-accounts module to set up, and you don't need one. A repeat business account — say a city-centre hotel that books airport runs every week — is simply a customer record you return to often. Their contact details and full history sit in the one place, ready every time they call.

Where to find it

Dashboard → Customers

Book their next job in minutes

Because everything the account has done is on their customer record, booking the next job is a matter of minutes rather than a fresh start. Open the account, glance at their usual route and vehicle, and create the trip. For a run of bookings — a week of conference transfers — a single quote can hold every leg at once.

Where to find it

Customer → new trip / new quote

Billing on account

Corporate accounts rarely pay by card at the kerb — they expect an invoice. Gather the month's trips onto an invoice, apply VAT if you charge it, and email a branded PDF. When their bank transfer lands, record the payment to move the invoice from unpaid to paid. That's on-account billing, without any extra software.

Tip. Agree terms with each account up front — whether you bill per trip or once a month, and how many days they have to pay. Then invoice on the same day each month so it becomes a habit for both sides.

Deposits for big commitments

For a large one-off — a full wedding day or a multi-car event — you can protect yourself by taking part of the value up front. Invoice a deposit now and send a balance-payment link closer to the date; the outstanding amount is tracked for you. See Deposits & balance payments.

Keep the relationship warm

The customer record doubles as your account statement — every trip and every invoice in date order. Use it to spot when a regular has gone quiet, or to answer “what did we charge last quarter?” on the spot. Reliable service plus tidy paperwork is what turns a first booking into a standing account.

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