Easy Trip Invoicing with HTBOOK: A Step by Step Guide
Learn how to create accurate trip invoices in HTBOOK with this easy step by step guide. From entering trip details to sending the final invoice, this guide helps transport managers save time, reduce errors and maintain professional billing records. ...
Step by Step Guide: How to Create a Trip Invoice in:
Making a trip invoice in HTBOOK is fast and simple. First, log into your account and choose the finished trip from your bookings. Next, fill in your trip information such as the date, where you are going, how far it is, the price, taxes and any extra fees. HTBOOK automatically adds up the total and creates a neat, professional invoice.
You can look it over, make changes if you want and then download or send it to the customer by email. All bills are stored in the system so we can look at them later. This easy process saves time, prevents mistakes and makes sure bills are correct. It helps transport companies keep their financial records clear and organized with little effort.
Log In to HTBOOK Dashboard:
| Step | Description |
| Log In | Use your username and password to access the dashboard. |
| Dashboard Access | This is your main control center for bookings, trips, and payments. |
| Tools Available | After login, all tools for tracking trips and creating invoices are ready. |
| Secure Login | Keeps your data safe and protected. |
| Quick Access | Lets you trip details fast for easy and accurate invoicing. |
Select Completed Trip:
After you log in, go to the “Trips” or “Bookings” section in HTBOOK. Here, you will find a list of all trips, including ones that are finished, in progress, or planned. Choose the trip that is finished and for which you want to make a bill. Picking the right trip makes sure the bill has the correct information, like the date, route and cost. This step is important for creating accurate bills based on the services that were actually given.
Enter Trip Details:
- Select the completed trip from the system.
- Fill in trip date, start location, and end location.
- Enter the distance, ride cost, and any taxes.
- Add extra charges like tolls or waiting time if needed.
- Make sure all details are correct to show the real trip cost.
- The simple design helps enter information quickly with fewer mistakes.
- All costs are recorded clearly for accurate billing.
Auto Calculation:
After you enter the trip details, HTBOOK automatically adds up the total cost. It adds the starting price, taxes and any extra fees like tolls or waiting time. This automatic calculation saves time and lowers the chance of making mistakes. The system quickly changes the total when you make adjustments, so it stays correct. HTBOOK's auto calculation feature gives you accurate billing totals, making your invoicing easier and improving how you manage your money.
Generate Invoice:
- Create the invoice with one click after confirming trip details and cost.
- Invoice includes trip info, charges, taxes, and total amount to pay.
- You can review and edit the invoice before finalizing it.
- Makes sure the invoice is clear, correct, and complete.
- Ready to send to customers or save for your records.
Record Saving:
After creating the bill, HTBOOK stores a copy safely in its digital storage. This means that all your trip bills are organized and can be easily found whenever you need them for future use, bookkeeping, or reports. You don't need to stress about losing paper documents or looking through files.
The system keeps your money records safe and organized, making it easier for your transport business to be clear and pass checks. Easy access to saved invoices makes it faster to help customers and solve problems.
Table Content:
More Insights for You
