Create an invoice
Bundle a customer's or company's jobs onto one invoice.
- Go to Invoices and press New invoice.
- Choose who you're billing: a customer, or a company.
- You'll see their jobs that haven't been invoiced yet, each with its journeys, drivers and registrations. Tick the ones to include.
- Press Create invoice. Booking Circle numbers it for you (INV-0001, INV-0002…) and opens it.
The invoice is a document: your business at the top, who's billed, the jobs with dates and routes, the total, and how to pay. Your operator's licence is printed at the bottom.
Related guides
- Email an invoice and mark it paid · Send the invoice with a PDF attached, then record when it's settled.
- Payment links and bank details on invoices · How customers are shown how to pay you.
Still stuck? Signed in, choose Support › Contact support, and we'll help.