Create and send invoices
Open the facility, click "Create invoice", review the completed trips it covers, and email a secure payment link in one step.
A facility invoice gathers the facility's completed trips into one bill. Only completed trips are included — trips still in progress wait for the next invoice.
Go to the Billing page and open the Facilities tab. The "Needs invoice" column shows which facilities have completed trips waiting. Click the facility to open its page.
Click Create invoice. If the button says "No trips to invoice," there is nothing to bill yet.
Check the Trip dates. The invoice covers completed trips in this date range — the last 30 days to start.
Check the Due date. It is filled in from the facility's payment terms, and you can change it.
Add a Note if you want an optional message on the invoice.
Leave Email payment link after creating checked and confirm the recipient address. It starts with the facility's billing email.
Click Review invoice. You will see every trip as a line item, plus the subtotal, tax, and total.
Click Create invoice. The invoice is created and the payment link is emailed.
What the email contains
The email carries a secure link where the facility can view the invoice and pay by card or bank. It does not include trip or passenger details.
Send it again, or get the PDF
Open the Invoices tab on the Billing page and click the invoice. From the invoice details you can:
- Click Email link to send the payment link to any address — useful when the bill goes to a different person, or you need to resend it.
- Click Download PDF to save a copy for printing or mailing.
What next? Record a payment.