The Billing accounts screen holds the companies, clinics and schools that pay by the month. You will be able to charge trips to an account and issue a statement for a period.
Before you start #
The owner, manager and advisor roles make accounts, void charges and issue statements. Anyone in the Tow group, dispatchers included, reads accounts and charges trips. Dispatchers see the accounts and the trips, and the statements and the New billing account button stay with the money roles. A connection to the server is needed.
Steps #
- Choose Billing accounts in the sidebar.
- Choose New billing account. Pick Corporate, Medical or School, type the name and the Billing contact, and set the Payment terms in days.
- Tick Every trip needs a reference (PO, case or voucher number) when the customer requires one. Charging then asks for Reference (required).
- Select an account. The list shows its Open trips and Open amount.
- Choose Charge a trip (Command-Option-T). Enter the trip date, From, To, Fare and Reference, then choose Charge trip.
- To cancel a charge, choose Void on an open charge, type the reason and confirm. Only an open charge can be voided.
- Choose Issue statement, set the period From and To, and confirm. Every open trip dated in that period is marked Billed and the statement gets a number.
- Under Statements, choose Statement PDF or Statement CSV for that statement. Choose Export all trips (CSV) for every trip of the account.
If something goes wrong #
- Charge trip stays gray: type a reference when the account requires one.
- Void is missing: the charge is already Billed or Void.
- The statement is empty: no open trip falls inside the period. Check the dates.