This article will show you how to generate an invoice in RoutingBox Web
In order to begin generating an Invoice in RoutingBox Web, you'll want to navigate to Billing --> Invoices from the left side menu.
From there, you'll want to select a date range as well as an account before hitting the orange Filter button to view the completed trips that fit your criteria.
Any applicable trips will show up in the preview grid. Clicking the orange pencil icon will allow you to edit the line item of your choosing. Be sure to click Update after making any edits to save your changes.
Once you're satisfied with all of your selections and edits, you can then click Preview Invoices to see what your Invoice looks like. Or, you can click Create Invoices to generate a PDF of your completed Invoice.
Once you Create your Invoice, all trips associated with that Invoice will be updated to reflect a Billing Status of Billed.
