Pre-Invoicing

Account

BACS

The booking remains on Pre-Invoicing until invoicing is run for the customer and driver.

Account

Cash or PAYE

The booking appears on Pre-Invoicing ready to be invoiced to the customer. The status icon shows as 'Driver ignored for invoicing'. After customer invoicing the booking disappears from Pre-invoicing as no driver invoice is required.

Cash, Debit Card, Bank Transfer, Direct Debit, Worldpay (Single Payment) or Worldpay (Single Payment)

Cash or PAYE

The booking does not appear on Pre-Invoicing for the customer or driver as no customer or driver invoice is required.

Cash, Debit Card, Bank Transfer, Direct Debit, Worldpay (Single Payment) or Worldpay (Single Payment)

BACS

The booking appears on Pre-Invoicing ready to be invoiced to the driver. The status icon shows as 'Customer has been invoiced'. After driver invoicing the booking disappears from Pre-invoicing as no customer invoice is required.

Booking Number

This column displays the booking number.

Customer

This column displays the customer.

Collect/Delivery

This column displays the collection and delivery points.

Service Type

This column displays the Service Type used in the booking.

Completed At

This column displays the time the job was completed at.

Driver

This column displays the allocated driver.

C Basic

This column displays the basic customer price.
A hand icon indicates the booking was hand-priced.

C Extras

This column displays the total price of any extras added for the customer.

C Total

This column displays the total customer price (Basic + Extras).

D Basic

This column displays the basic driver price.
A hand icon indicates the booking was hand-priced.

D Extras

This column displays the total price of any extras added for the driver.

D Total

This column displays the total driver price (Basic + Extras).

Margin

This column displays the % profit. This figure is negative if your Driver price is higher than your Customer price.

Icons

This column displays bookings according to a coloured icon.
The icons states whether the booking has met the conditions required for invoicing.

This icon states the booking cannot yet be invoiced due to one or more of the following errors:

• The customer price has not been set.

• The driver price has not been set.

• The driver price is higher than the customer price.

Hover your mouse over the icon to see the reason why the booking is unavailable for invoicing.

Pricing must reviewed and updated. See Hand-pricing a booking.

Higher Driver Price

In the unlikely event that you have a booking with a driver's price intentionally higher than a customer's price, you need to:

1. Edit the pricing.

2. Over type the Customer Basic (Hand Price) figure to the same number.

3. Over type the Driver Basic (Hand Price) figure to the same number.

4. Click Save.

Result: topbox accepts that the driver price is higher than the customer price. The icon displays as ready for invoicing.

This icon states the booking is ready for invoicing.

This icon states the customer or driver in the booking is placed on-hold. See Hold a customer or driver.

This icon states either the customer or driver invoice is in draft.

This icon states the booking has been invoiced for either the customer or the driver and has been accepted. The other part of the booking, either customer or driver, still requires invoicing. Hover your mouse over the icon for more information.

The action menu on pre-invocing allows the following actions:

• Hold Customer Invoice: Select this option to temporarily hold the customer part of the job from invoicing. See Hold a customer or driver.

• Hold Driver Invoice: Select this option to temporarily hold the driver part of the job from invoicing. See Hold a customer or driver.

• Do Not Driver Invoice: Select this option to state that a zero priced driver BACS job does not require invoicing. Once selected the driver part of the job is marked as not requiring an invoice. This action cannot be undone.

• Do Not Customer Invoice: Select this option to state that a zero priced customer account job does not require invoicing. Once selected the customer part of the job is marked as not requiring an invoice. This action cannot be undone.

• Pricing: Select this option to edit the pricing. See Hand-pricing a booking.

• Invoice Customer: Select this option to create a single booking customer invoice. See Running a single booking customer invoice.

Booking Number

This filter allows you to search by booking number.

Service Type

This filter allows you to search by service type.

Customer

This filter allows you to search by customer.

Driver

This filter allows you to search by driver.

From / To

This filter allows you to search by the Completed At date and times.

Show Customer Invoiced

This filter allows you to display bookings that have been accepted in invoicing.

Show Driver Invoiced

This filter allows you to display bookings that have been accepted in invoicing.

OK / NOT OK / BOTH

This filter allows you to display bookings that are:

• OK: Are all ready for invoicing and display with green circle icon.

• NOT OK: Are all not ready for invoicing and display with red circle or orange on-hold icon.

• BOTH: Display all bookings regardless of status.