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Money and insight

Get paid: invoices, statements and the pipeline

Bill a single trip, bill a corporate account monthly, and chase what is outstanding.

Trip invoices

One invoice, one trip. They live at /admin/billing and move through draft, sent, paid, and void. Sending one emails the customer a private payment page where they can pay by card — no account needed.

  1. Open the invoice from /admin/billing.
  2. Check the line items, then send it.
  3. Download the PDF if you need to attach it somewhere.
  4. If they pay by cash or cheque, mark it paid manually. Voiding is there for mistakes.

Account statements

Corporate customers who run a house account get one statement covering many trips instead of an invoice each time. Set the account up at /admin/accounts with its billing email and terms, attach the contacts who can book against it, then work the statements at /admin/billing/statements. Sending a statement gives them a single payment link that closes out every trip on it at once.

The billing pipeline

/admin/billing/pipeline is the one to check weekly. It lists completed trips that have not been settled — the gap where revenue quietly goes missing. The sidebar badge tells you how many are sitting there.

  • Need an invoice for something that is not a trip? Use /admin/billing/manual-invoice.
  • Refunds are issued from the trip's own detail page, not from the invoice.
  • Discount codes live at /admin/promo-codes and can be limited to specific vehicle types.