Master Invoicing - Accounts V2 (Beta)

Master Invoicing - Accounts V2 (Beta)

What is the Master Invoicing section?

The Master Invoicing section is where you can search and manage sub-account invoices for a master account. You can easily create a single invoice for billing your account customers who have multiple sub-accounts linked to their main account.


Filtering the Records

Upon opening the Master Invoicing section, you are prompted to fill out the provided options to filter the records. This is so you can view records from specific date ranges, accounts or companies (if using a multicompany system).

You can filter the data with the following options:

  • From: Select a starting date of the date range in which to fetch the invoices.
  • To: Select the end date of the date range in which to fetch the invoices.
  • Master Account: Use the dropdown menu to select a Master Account to only show Invoices for the sub-accounts associated with the specified Master Account. Leave this option empty to show invoices for sub-accounts.
  • Invoice Number: Input a invoice number to search for a specific record.
  • Companies: (Only available in multicompany systems) Use the dropdown menu to select a Company or multiple to only show Invoices completed by the selected company.

Select the Search button to then filter your data and then Master Invoicing table is populated based on your filter criteria.

To change your filter at any point, select the 'F Filters' button located on the bottom shortcuts bar or press the 'F' key.

Viewing and Editing an Invoice

Sometimes you may need to perform one final review of the dockets and adjust any incorrect fields before invoicing your master account customers.

To view and edit the customer docket of an invoice:

  1. After filtering the records, use the Up and Down arrow keys to navigate the table or use your mouse.
  2. Navigate to the record you would like to view the dockets within and press Enter or double-click on the row in the table.
  3. Locate the Docket in the table you would like to view and/or modify and press Enter or double-click on the row.
  4. In the Customer Docket, you can edit the fields as required. 
  5. Use the shortcuts located at the bottom of the screen to quickly adjust options such as Pricing and Booking Information. 
  6. Once you are finished editing the docket, ensure to press the End key to Save (or click the End Save shortcut in the bottom bar).

How to Invoice a Master Account

When you are ready to send an invoice to your master account customer which contains all appropriate dockets for their sub-accounts for payment, you can easily send singular or multiple invoices.

To invoice an account:

  1. Press the I key, click the 'I Invoice' shortcut in the bottom bar or click the green Invoice button in the top bar.
  2. In the popup, Press the Y key or select Yes to continue.
     
  3. A background task then starts for your master invoice.
    1. Note: To email an invoice to a customer, you need to attach the invoice directly to an email or got to Invoice Retrieve, select your master invoice and email it from there.
  4. To download your invoice, click the Downloads icon in the bottom bar and double click on the Master Invoice to download it to your device.
  5. In your file explorer, open the zipped file to view your invoice in PDF format.

You can use the shortcut Shift + I or click the 'Shift+I Invoice All' button in the bottom bar to generate invoices for all records currently in the table.


Using Shortcuts

Shortcut KeyAction
Enter

View the dockets of the currently highlighted record

F

Opens the filter modal

I

Invoices the record(s) for the selected master account

Shift + I

Invoices all the records for the master accounts currently in the table

F1Opens a sub-menu where you can quickly switch between sections of Accounts V2
F2Opens the Downloads modal where you save your downloads to your file explorer
F3Opens a sub-menu where you can access Reports for different sections such as Driver Shifts, Booking Totals, Profit Analysis, etc.
F4Opens a sub-menu where you can access records for various sections such as customers, drivers, tax rates, etc.
CTRL + SOpens the Global Search modal where you can search across your system for bookings using several options to tailor your search criteria
CTRL + /Access the Settings menu where you can adjust the app configuration, notifications and reset elements of the system
ALT + ,View the driver details of the selected invoice
ALT + .View the vehicle details of the selected invoice