How to create and manage invoices
To get started go to Operations - Billing - click on Add Invoice - select the customer you want to generate an invoice for.
1- Add Custom Row - Use this to add a custom text row that you wish to include on the invoice. There are two types of rows available - taxable and non-taxable.
2- Add Booking - Use this to add bookings to the invoice. You can add as many bookings to a single invoice as needed.
3- Add Advance - Use this to select a receipt added as an advance.
Learn more about how to add advances here.
4- Add Credit/Debit Note- Use this to select a credit/debit note to be applied to this invoice.
5- Add Tax - Use this to add tax to the invoice. Taxes will be visible for selection based on the taxes added in the taxes master.
6- Add discount - Use this option to add a specific type of discount to an invoice. There are three types of discounts you can add to an invoice.
Add a specific amount that you would like to discount from the invoice
Add a percentage you would like to discount from the invoice
Add a percentage you would like to discount from the car hire charges only
7- Add Surcharge - Use this to add a credit card surcharge percentage on the invoice.
8- Filter- If your invoice has multiple bookings you can make use of this filter to search for a booking within this invoice
9- Tax Classification (Nature of Transaction) - This is auto-selected if you have setup your masters for this customer. You can also select the tax classification here.
10- Invoice Attachment- Upload any attachment along with the invoice here. This will be shared via email with the customer.
11- Using profile - This will display the bank details selected. You can always click on change and choose a different company profile
Note: Taxes, discounts and surcharges can be permanently set in the Customer master. Invoices can be raised under your sister company by simply creating an invoice - select customer - on the right side next to Billing as click on Change and select your sister company
1- Filter : Here you can search for the invoice by customer name, booking id, invoice number or network status
2- Date: Enter a date range to set up a filter for search
3- Number: Here you will see the Invoice number. If you have a sister company you will be able to see the number with the different company codes.
4- Date: Here you will see the date on which the invoice was raised
5- Booking Id: This will display the first booking id attached to the invoice.
6- Customer: Here you will see the customer name.
7- Status: This will display the status of invoice, example: Emailed, Network requested etc.
8- Total Amount: View the total invoice amount here.
9- Amount Paid: If you have applied any receipt or credit/debit note you will see the amount paid here.
10- Outstanding: Here you will see the total outstanding amount of the invoice.
How to manage bulk invoices?
With a single click you can now take action against multiple invoices.
- Approve
- Disapprove
- Mark as Dispatched
- Cancel Invoice
Go to Operations - Billing - click on the column next to invoice or simply click on the box next to Number to select all the listed invoices- Select the action you want to take.
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