Corporate accounts and invoices
Bill a company monthly for its riders' trips, with payment terms, invoices, and a link they can open.
- Who:
- Owners, admins and accountants manage invoices; dispatchers and reservations agents can see accounts
A corporate account is a client that pays for its people's rides in one invoice, on terms such as net 30.
Set up an account
- Open Accounts & invoices and click Add account.
- Enter the company name, the billing email (where invoices go, e.g. ap@client.com) and the payment terms in days (0 means due on receipt, 30 means net 30).
- Add notes if useful: PO number, who books, the billing contact.
Add its riders
Open each rider's customer page and choose the account under Bill rides to. The account's page lists them under Riders.
What's waiting to be billed
The account's page shows Not yet invoiced: rides with a balance that will go on the next invoice for their dates. The Accounts page totals, for all accounts, what's not yet invoiced, what's invoiced and unpaid, and what's overdue.
Create an invoice
- On the account's page, choose the dates: Rides from and to.
- Click Create invoice. It includes every confirmed or completed ride by the account's riders in those dates that isn't already invoiced or paid. Each line is that ride's balance.
- The invoice gets a number and a due date from the account's terms.
Send it
- Email to client sends it to the account's billing email (add one first).
- Copy client link copies a private link to the invoice. Anyone with the link can view it.
- Print / PDF opens a clean copy to print or save as PDF.
When it's paid
Click Mark paid in full, choose how it was paid (bank transfer / ACH, check, card, cash or other) and add a note such as the check number. To cancel an invoice, Void it; its rides go back to Not yet invoiced.
Tip: The people at the client who book rides can have their own private link. See People at an account.