How to automatically create an invoice once a duty is completed
Manually creating invoices might result in mistakes or payment delays and is also a challenge for companies with a big volume of reservations to handle.
Implementing an automatic process to generate invoices once duty is completed can help streamline your invoice management process as well as reduce payment delays and avoid any errors.
Set up automatic invoice generation for specific Customers from your Masters,
Go to Masters - Customers - Click on the customer name - Click on ‘EDIT’- Under ‘Booking/Duties Settings’ - Select column for ‘Auto-create invoice when duty is completed’- Save.
Tip: If you have particular default taxes that should be visible in the invoice, you can set them in your Masters - Customers.
This feature can be used effectively in two ways:
A - Use for single-duty invoice
B - Use for multi-duty invoice
Let’s understand how this can work for different types of bookings:
A - Use for single-duty invoice:
You receive multiple bookings in a day, invoice automation for single-duty bookings can save one-fifth of your time and be effective in reducing time between payments.
Single duty bookings like airport pick ups or outstation bookings, once completed will automatically generate an invoice.
To make the auto-invoice process work more effectively, complete duties through the IndecabGo Driver App. simply allot the customer duty to your driver using IndecabGo Driver App - Once your driver completes the duty through the app - Automatically an invoice will be generated for the duty.
B - Use for multiple duty invoice-
Unlike the previous example, multi-duty bookings would have each duty associated with a separate invoice. This allows you to effectively send duty level information against each duty through separate invoices, reducing any errors and maintaining a unique record of each duty.
Tip: Simply remove duty from the invoice and add to an existing or new invoice, creating a single invoice for multi-duty bookings. The activity log contains a link to the invoice number from which the duty was removed.
Thank you.
Implementing an automatic process to generate invoices once duty is completed can help streamline your invoice management process as well as reduce payment delays and avoid any errors.
Set up automatic invoice generation for specific Customers from your Masters,
Go to Masters - Customers - Click on the customer name - Click on ‘EDIT’- Under ‘Booking/Duties Settings’ - Select column for ‘Auto-create invoice when duty is completed’- Save.
Tip: If you have particular default taxes that should be visible in the invoice, you can set them in your Masters - Customers.
This feature can be used effectively in two ways:
A - Use for single-duty invoice
B - Use for multi-duty invoice
Let’s understand how this can work for different types of bookings:
A - Use for single-duty invoice:
You receive multiple bookings in a day, invoice automation for single-duty bookings can save one-fifth of your time and be effective in reducing time between payments.
Single duty bookings like airport pick ups or outstation bookings, once completed will automatically generate an invoice.
To make the auto-invoice process work more effectively, complete duties through the IndecabGo Driver App. simply allot the customer duty to your driver using IndecabGo Driver App - Once your driver completes the duty through the app - Automatically an invoice will be generated for the duty.
B - Use for multiple duty invoice-
Unlike the previous example, multi-duty bookings would have each duty associated with a separate invoice. This allows you to effectively send duty level information against each duty through separate invoices, reducing any errors and maintaining a unique record of each duty.
Tip: Simply remove duty from the invoice and add to an existing or new invoice, creating a single invoice for multi-duty bookings. The activity log contains a link to the invoice number from which the duty was removed.
Thank you.
Updated on: 01/06/2023
Thank you!