Double-click Invoices from the list of billing reports.

Click the calendar icons to select the start and end date for the trips you would like to invoice.

Double-click the Account(s) you would like to invoice.

If the Account isn't visible, use the drop-down to change the Accounts visible in the grid.

Double-click the Account Class(es) you would like included on the invoices.

Choose how you would like the invoices sorted.

Select how you want the invoices sorted from the drop down.

Select the due date for the invoices from the drop-down or enter a custom due date in the field below.

Select whether each leg should have a separate line. By default, False is selected and legs will be grouped into 1 line per trip.

Select an invoice number format. Sequential-Parameter-Explained

Choose if you would like the Account # to be displayed on the invoice.

Click OK to create the invoices.

The Invoice#, Invoice Date, and due date display here. If the Account # is selected, it will also be displayed here.

The client name, member number, pickup and dropoff location, type of service provided, and whether there was a no show, appear in the Description field

This column shows the Quantity for each service provided.

This column shows the Rate for each type of service.

The total Amount is calculated by multiplying the Rate by the Quantity.

You can see any saved Location names before the dropoff or pickup location, as appropriate.

If an Approval is attached to the trip, the Auth# field will populate here.

The Total Due for this invoice is displayed here.

Please contact Support if you would like a custom message added to the bottom of your invoices.