• How to change billing name for a completed duty

  Use a simplified, one- click process to manage multiple entities or booking level name errors. Now you can simply change the billing name on a booking before you generate an invoice, without having to correct the booking name and input passenger details again. How to enable it? Go to Me - Business settings - under Booking/Duties - click on ‘Enable billing customer selection when creating booking.Few readers

• How to create and manage an invoice

  You can create an invoice for completed duties using Indecab. There are three types of invoices that you can create. Single Booking Invoice Multiple Booking Invoice Manual Invoice with no bookings 1 - Single Booking Invoice A single booking invoice is an invoice with a single booking and one or more duties in the same. To create a single booking invoice go to Duties - Completed - Select the booking. Once the booking opens use the large gear icon and click on Generate Invoice -Some readers

• How to use Billing Items

  What are Billing items? Billing Items are additional fields/line items you can use on invoices sent to customers over and above the car hire charges. They can be added to a duty by the driver or while closing or editing a duty slip. To create Billing items, visit Masters - Billing items. To learn about how to create billing items in the master's section click here. (/en/articFew readers

• Customising saved invoices and creating a cover invoice

  Customising Saved Invoices and Creating a Cover Invoice Occasionally you will have to make changes in your invoice after you have created it. This article will help you understand how you can go about making customisations or creating cover invoices in a saved invoice. How to customise an invoice: If you need to make changes to the customer's name, billing address and to get the possibility to hide the passenger names, booking dates or to remove the words ‘Tax Invoice’ from the invFew readers

• How to edit a duty slip after an invoice is saved

  This article will take you through how to edit duty slip information or allotment information after an invoice for the duty has already been saved. Step 1: Remove the booking from the invPopular

• How to edit rates of extra KM and Time or booked by and passenger details in aa saved invoice.

  In this module, you will learn how to edit the rates of extra KM and Time. Also, how to edit the booked by and passenger details after an invoice is generated. 1: Editing extra KM and Time rates: You can edit the extra KM and Time rates by following the below steps: Step 1: Go to Operations - Billing - Open the invoice by clicking on it. Step 2: Click on the edit button at thFew readers

• Understanding due date and how to use it

  This article will explain how to use the ‘Due date’ functionality on invoices. Setting a default ‘Due date’ Default due dates can be set for each customer in the customer master as required. To set a due date go to, Masters - Customers - Click on a customer name - Click on Edit - Scroll to the field called invoice's default due date after - enter the number of days’ Enter a number of days after which an invoice is considered overdue. (https://storage.crisp.chat/users/helpdFew readers

• How to disable invoice editing after a certain date

  How to disable invoice editing after a certain date This article will explain how to disable invoice editing after a certain date. This functionality lets you set a specific date before which no changes can be made to the invoice. To do this, you need to go to Me Business Settings Click on the Billing Tab Scroll down and select the date in the last field. When you select a dateFew readers

• How to 'Add Advance' to an invoice

  In this article, you will learn how to record and add advances to an invoice. There are two ways to add an advance to an invoice, At the booking level At the invoice level 1 - At the booking level Once you have created a booking you can record an advance payment received against that booking in two easy steps. Step 1: Open the booking. To open the booking go to Operations - Booking - Select the booking. (https://storage.crisp.chat/users/helpdesk/website/13ee45c90360Few readers

• How to automatically add credit card charges on invoices

  In this module, you will learn how to add credit card charges on invoices automatically. Follow the simple steps below to set-up and add credit card charges to your invoices. Card charges are transaction charges that are charged to you by the bank for credit card transactions. Step 1: To get started you first have to enter the surcharge percentage in the customer masters. Go to Masters - Customers - Select the customer - Click Edit - Scroll down to ‘Surcharge Percentage’ and enteFew readers

• How to only display and not charge tax on invoices

  This article will show you how to display the tax amount on invoices but not consider them in the total. This feature is available in the Customer Master and can be set for each individual customer as required. To get started, go to Masters - Customers - Click on a customer - Edit - Scroll to the section called ‘Applicable taxes’ - click on ‘Not to be charged’. When an invoice iFew readers

• How to edit invoice dates or numbers

  This article will take you through the quick and easy steps to edit invoice numbers or dates. First, you would need to enable manual invoice date and numbering from the Business Settings Click on 'Billing' and change 'Automatic' to 'Manual'. (https://storage.crisp.chat/users/helpdesk/website/Few readers

• How to create an e-invoice?

  Creating an e-invoice in Indecab is done in two steps. Step 1: Create an invoice as you would normally do. Step 2: Once an invoice is created, open the invoice. You will see a large gear icon on the top right, use that, and click on ‘Create e-invoice’. Click on the create e-invoice button in the confirmation pop-up and your e-invoice is created. To create multiple e-invFew readers

• How to create an invoice for a monthly booking without entering the opening and closing for each day

  We understand that closing each duty for a monthly booking can be time consuming. However, do not worry, we have got this covered too. This article will take you through two methods that would be useful to you in such cases. Method 1 - Creating a Manual Invoice. You can create an invoice for a monthly booking directly by going to Operations - Billing - Add Invoice - Select the name of the customer and click on Save Invoice. (https://storage.crisp.chat/users/helpdesk/website/13ee45cFew readers

• Understanding Driver Allowances

  This article will take you through Driver allowances, its types and uses. Allowances: There are three types of driver allowances: 1- Allowances paid to the driver - These can be set in Masters - My Drivers 2- Allowances charged to the customer - These can be set in Masters - Customers 3- AllowanceFew readers

• How to use automated Overdue Reminders

  This article will take you through steps on how to set overdue reminders for your Customers. What are Overdue Reminders? Overdue reminders are an action that you can set up one time for your Customer, this would send an automatic reminder to your Customer for overdue invoice payments; reminders could be set up on the Customer level for all generated invoices or it could be set up for an individual invoice too. To set up reminders at a Customer level follow the steps below: *Step 1:Few readers

• How to create and manage e-invoicing

  This article will take you through the steps on creating an E-invoice & managing it; E-invoice is available as an added feature in for creating e-invoices for Sales invoices and Credit notes. This article will cover: This article will cover: A - How to create an E-invoice B - How to manage E-invoices C - How to create an E-invoice for Credit/Debit Notes D- How to create an E-invoice for Export invoices To activate E-InvoiceFew readers

• 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 ‘Few readers

• How to close a duty

  There are 4 ways to close a duty: 1- Manually close duty 2- Close duty via SMS link 3- Close duty via IndecabGo Driver App 4- Close duty via Network Let’s understand how to close duty and generate invoice: 1- Manually close duty: Entering details manually after a duty is completed means to close duty manually, this can be done even if the duty is on Booked/Allotted/Dispatched status. Go to Duties - Select Status - Click on the gear icon next to duty - Select ‘Close Duty’Few readers

• Different ways to apply credit note against an e-invoice

  Application of a credit note against an e-invoice can be done in two ways: 1- Apply a credit note to remove a booking from an existing e-invoice 2- Apply a credit note against an e-invoice Follow the steps mentioned below: 1- Apply a credit note to remove a booking from an existing e-invoice a) Go to Operations - Click on ‘Credit/Debit Notes’ - Select ‘Add Credit/Debit Note’ - Select ‘Credit’ - Under Invoices column choose the e-invoice - Click on ‘Add Amount’ (https://storagFew readers

• How to create and use Proforma invoice.

  This article will help you understand how to set up, create and manage Proforma invoices, enabling you to manage tax invoices efficiently. 1- How to set up? 2- How to create? 3- How to convert a Proforma invoice to a tax invoice? 1- How to set up? Proforma invoice has to be set at a company level, Go to masters - My companies - Click on EDIT under the Performa company - Select 'Is Performa Invoice Company?' - Save. (https://storage.crisp.chat/users/helpdesk/website/13ee45Few readers

• How to setup auto selection of tax on invoices

  We understand that managing taxes on invoices can get tricky, especially when your billing company operates in a different state than your customer's GST registration. In this article, we will show you how you can define separate taxes at the customer master level, this will automate tax selection on invoices considering the GST number of both the customer and billing company under which the invoice is generated. a) How to setup? b) Auto selection of tax on invoices a) How to setup? StepFew readers

• How to change company under which invoice has been generated

  Switching the company for your generated invoices is a common need for businesses. We have simplified this process with a one-click system, making it easy for you to change companies on your invoice while keeping the invoice series intact. A) How to change the company under which the invoice is generated: Go to Operations - Billing - Click on the invoice - Click on the top right gear icon - Select ‘Change Billing Company’ - Select the company you want to change the invoice under - Save !Few readers