Invoicing: Navigate to “Billing” on the top navigation and then tap the “Create a Billing” button on the top right of the navigation menu.
Create an Invoice
Choose an Invoice Number
Add Trips: Select Trips to Add to Invoice
Tap “Create Invoice”
Manage Invoices
Tap on the icons on the right side of each individual row for invoices to edit, pay, download, print or delete invoices.
Edit an Invoice: Tap the “Edit” Pencil icon.
Pay Invoice: Tap the “Dollar Sign” icon
Select payer
Fill out Amount
Process Credit Card
Mark as Paid
Tap “Confirm” to Process
Download Invoice: Tap “Download” cloud icon to download invoice to your local computer.
Print Invoice: Tap “Print” icon to push Invoice to print.
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.
Payouts
Navigate to the “Payouts” Sub-Menu in Billing to view payouts.
Invoice Settings
Navigate to the “Settings” Sub-Menu in Billing to manage invoice settings.
Invoice: Auto-generating invoice number settings
-Create Invoice Prefix
-Invoice Seed Number
Add Organization Billing contact information: Billing contact information, appears on the invoice
-Billing Email
-Billing Address
-Billing Phone
Download Invoices to QuickBooks
1. Navigate to “Billing” on the top navigation and “Invoices” Sub-Menu
2. Select any Invoice(s) to Export by Clicking the “Download Cloud” icon on the right side of the invoices row.
3. Select QuickBooks Report (CSV)
Note: This export will be in CSV format.
Note: You can also download a Condensed Report (PDF)
Send Payment Links
First, navigate to the "Billing" section
From there, select an invoice that is currently unpaid
Next, click on the "Pay" button on the right side of the row
Finally, select the "Payment Link" option at the bottom
This will generate a payment link that you can send to the recipient via email, allowing them to complete the payment securely in their web browser.
How to Download All Your Invoices
Access the Billing Tab: Navigate to the "Billings" tab.
Click "Download Invoices": Select the "Download Invoices" button located in the top right corner of the screen.
Choose Report Type: A pop-up will appear. Choose between a "Quickbooks Report (CSV)" or a "Condensed Report (PDF)".
Select Date Range: In the "Download Invoices" window, specify the desired date range for the invoices.
Choose Payers: In the "Payers" section, you can select specific facilities for which you want invoices. If you wish to include all facilities associated with your account, leave this field blank.
Gather Data: Click the "Gather Data" button.
Select Columns and Create PDF: Choose which columns you want to include in the report. Once you are satisfied with your selections, click "Create PDF" to generate and download all your invoices.
How to Add a Line to Your Invoices
First, navigate to the "Billing" section
Select the invoice: From your list of invoices, click on the one you want to edit.
Edit the invoice: Click the "Edit" button to open the invoice details.
Add a sub-item: Click on "Add a sub-item" to create a new line item for the invoice,
Enter item description and amount:
In the description field, type in what the line item is for, such as "Facility fee".
Adjust amount for discounts (optional): If you need to add a discount, you can enter a negative value.
Update the invoice: After you have added all the necessary line items, click "Update Invoice" to save the changes you've made.
