Create an Invoice
- Invoicing: Navigate to “Billing” on the top navigation and then tap the “Create a Billing” button on the top right of the navigation menu.
- Create an Invoice
- Choose an Invoice Number
- Add Trips: Select Trips to Add to Invoice
- Tap “Create Invoice”
Manage Invoices
Tap on the icons on the right side of each individual row for invoices to edit, pay, download, print or delete invoices.
- Edit an Invoice Download an Invoice: Tap the “Edit” Pencil icon.
- Pay Invoice: Tap the “Dollar Sign” icon
- Select payer
- Fill out Amount
- Process Credit Card
- Mark as Paid
- Tap “Confirm” to Process
- Download Invoice: Tap “Download” cloud icon to download invoice to your local computer.
- Print Invoice: Tap “Print” icon to push Invoice to print.
- Delete Invoice: Tap “Trash” icon to delete Invoice.
NOTE: Download Multiple Invoices over a time period by tapping the “Download Invoices” cloud icon on the top right of the navigation bar.
Payouts
Navigate to the “Payouts” Sub-Menu in Billing to view payouts.
Invoice Settings
Navigate to the “Settings” Sub-Menu in Billing to manage invoice settings.
- Invoice: Auto-generating invoice number settings
- Create Invoice Prefix
- Invoice Seed Number
- Add Organization Billing contact information: Billing contact information, appears on the invoice
- Billing Email
- Billing Address
- Billing Phone
