Hold a customer or driver

Individual customer and driver invoices can be placed on-hold to prevent associated bookings from being invoiced.

There can be many reasons why you may need to place an invoice on-hold. Examples may be when there is an ongoing dispute over pricing with the customer, or disciplinary actions with a driver.

Instructions

1. Within topbox navigate to Bookings > Invoicing > Pre-Invoicing.

2. Locate the booking where either the invoice needs to be placed on-hold.

3. Click the pre-invoicing action menu and select:

   • Hold Customer Invoice to hold customer invoicing for that booking.

   • Hold Driver Pay to hold the driver invoicing for that booking.

Result

The pre-involving icon changes to orange to indicate either a driver or customer invoice has been placed on hold.