3.4 Billing

3.4.1 Create an Invoice

1. Invoicing:  Navigate to “Billing” on the top navigation and then tap the “Create a Billing” button on the top right of the navigation menu.

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2. Create an Invoice

• Choose an Invoice Number
• Add Trips: Select Trips to Add to Invoice
• Tap “Create Invoice”

3.4.2 Manage Invoices

Tap on the icons on the right side of each individual row for invoices to edit, pay, download, print or delete invoices.

1. Edit an Invoice Download an Invoice: Tap the “Edit” Pencil icon. 
2. Pay Invoice: Tap the “Dollar Sign” icon

• Select payer
• Fill out Amount
• Process Credit Card
• Mark as Paid
• Tap “Confirm” to Process

2. Download Invoice: Tap “Download” cloud icon to download invoice to your local computer.
3. Print Invoice: Tap “Print” icon to push Invoice to print.
4. 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.

3.4.3 Payouts

Navigate to the “Payouts” Sub-Menu in Billing to view payouts.

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3.4.4 Invoice Settings

Navigate to the “Settings” Sub-Menu in Billing to manage invoice settings.

1. Invoice: Auto-generating invoice number settings
   
   • Create Invoice Prefix
   • Invoice Seed Number

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2. Add Organization Billing contact information: Billing contact information, appears on the invoice 
   
   • Billing Email
   • Billing Address
   • Billing Phone