How to automatically generate an invoice once a duty is completed

Creating invoices manually may result in mistakes, causing payment delays, and is also a challenge for companies that handle large volumes of reservations.

Implementing an automatic process for the generation of invoices once a 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

Go to Masters - Customers - Click on the customer name - Click on EDIT- Under Booking/Duties Settings - Tick the check box for Auto-create invoice when duty is completed - Save

The automatic invoice generation feature can be used effectively in two ways:

A - To create a single-duty invoice

B - To create a multi-duty invoice

Let’s understand how this can work for different types of bookings:

A - To create a single-duty invoice:

Invoice automation for single-duty bookings can save up to one-fifth of your time and is effective in reducing time between payments.

To create a single duty invoice, go to Duties - click on a duty listing - click on the small gear icon next to duty - select Close Duty - enter the duty details and click on Close & View duty slip - An invoice for the duty will be generated in the Operations - Billing section

Single duty bookings like airport pick ups or outstation bookings, once completed, will generate an invoice automatically.

Driver App:

Once a duty is completed via the Indecab Go Driver App an invoice will be generated for the duty automatically .

Go to Duties - once the driver completes the duty and duty is in Completed status, the invoice for the duty will be generated automatically.

B - To create a multiple duty invoice:

Unlike the previous example, multi-duty bookings will have each duty associated with a separate invoice. This allows you to effectively send duty- level information about each duty through separate invoices, reducing any errors and maintaining a unique record of each duty.

Simply remove the duty from the invoice and add it 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.