Invoice

Introduction

In Zoyride, an Invoice is a billing document created for completed trips. It includes trip details, client information, fare charges, taxes, deductions, and the final payable amount. Invoices help administrators manage client billing, generate trip-wise payment records, and maintain financial documentation for completed transport services.

Invoices can be created for a single completed trip or for multiple completed trips in bulk. For bulk invoicing, administrators can either generate one combined invoice for all selected trips or create separate invoices for each trip. This helps simplify billing for clients and ensures that completed trips are properly recorded for payment and accounting purposes.

Create Invoice

Invoices can be created for a single completed trip or for multiple completed trips in bulk.

Create invoice for a single trip

  1. Navigate to the Booking tab.
  2. Filter out the completed trip for which you want to create the invoice.
  3. Click on the three dots under the Action column.
  4. From the drop-down menu, select Create Invoice.
  5. A pop-up page will open. If all the details are correct, select the tax slab and press the Save button.

Alternatively, if you want to edit a few details before creating an invoice:

  1. Click on the pen icon.
  2. Make the necessary changes.
  3. Then click on the Create Invoice button below.
  4. A pop-up page will open. If all the details are correct, select the tax slab and press the Save button.

Your invoice for a single trip will be created.

Invoices for multiple trips (Bulk invoice)

  1. Navigate to the Booking tab.
  2. Filter out the completed trips for which you want to create the bulk invoice.
  3. Select the trips by clicking on the checkbox next to each trip. Make sure that all the selected trips are for the same client.
  4. Click on the three dots button at the top right-hand corner.
  5. From the drop-down menu, select Bulk Invoice.
  6. A pop-up page will open.

When creating a bulk invoice, you will see an option labelled No. of Invoices. This option allows you to choose how you want to generate the invoices for the selected trips. There are two methods available:

  1. Single Invoice for All Selected Trips: This option generates a single invoice that includes all the selected trips. Each trip will be itemized within one comprehensive invoice.
  2. Separate Invoices for All Selected Trips: This option generates separate invoices for each selected trip. While all the invoices are created at once, each trip will have its own individual invoice.

If all the details are correct, select the tax slab and press the Save button.

Your bulk invoice will be created.