The Customer Invoices section allows you to manage invoices for customers who use your taxi services on account (e.g., corporate clients or registered customers billed later). Instead of paying immediately, these customers are invoiced based on their completed rides, making this section essential for tracking receivables and billing.
Access this section by navigating from Administration > Customer invoices from left sidebar.
Customer Invoices are available on Pro and Full plan.
Tabs Overview
To be invoiced
Displays completed rides that are ready to be converted into invoices but have not yet been invoiced.Draft invoices
Shows invoices that have been generated but not finalized, allowing you to review or edit before sending.Invoice history
Contains all finalized invoices, including their payment status (e.g., paid/unpaid) and records for reference.
To Be Invoiced
This section displays completed rides that are ready to be invoiced. You can select one or multiple rides and generate a draft invoice.
The list includes :
Reference, Date, Debtor, Pick-up address, Payment method, Status, Amount
Additional functionality includes filtering by date, status, payment methods, and debtors, as well as an option to show rides without a debtor.
If required customer details are missing, the system will show a warning such as “Cannot invoice – no passenger details”
The icon of a person with a cog wheel allows you to convert or assign the ride to a debtor account, making it eligible for invoicing. OR you can add the customer directly on customers section from home menu
Draft Invoices
This section contains invoices that have been generated but not finalized. These can be reviewed and edited before processing.
The list includes:
Invoice date, Contact, Email, Status, Amount
Multiple draft invoices can exist for the same customer
A total amount is shown at the bottom for all listed draft invoices
Invoices remain in draft until they are finalized or processed further
You can also delete an invoice if not required
Invoice History
This section provides a record of all finalized invoices, including their payment status.
The list includes :
Invoice ID, Invoice date, Contact, Email, Status, Amount
Displays grouped invoices per customer/account
Shows payment status such as Unpaid
Provides options to download invoice PDFs and access additional actions
Includes total calculation for listed invoices
Filters such as date range and status help in tracking historical records