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How to generate account statements & invoices

Overview


Efficient financial management is essential for any taxi business. The SmartCar platform simplifies the generation of client invoices and account statements, helping you stay organized and professional. Follow the guide below to use these features effectively.

Step 1: Access the Invoices & Statements Tool

  1. Log in to your SmartCar platform.

  2. Navigate to the Utilities section.

  3. Click on Invoices & Statements to open the tool.

Step 2: Create Account Statements

  1. Use the available filters to search for the desired client or transaction.

  2. Select the relevant account entries from the list.

  3. Click Generate Statement to produce a full report showing:

    • Client details

    • Transaction records

    • Remaining balances

Step 3: Generate Client Invoices

  1. Find the client bookings that need to be invoiced.

  2. Select the bookings using the checkboxes in the Select column.

  3. Click Generate Invoice to create a detailed invoice based on the selected entries.

Step 4: Use and Customize Invoice Templates

  1. Choose from predefined invoice templates to keep your documents consistent.

  2. Edit templates via Notification Templates to match your branding.

  3. Generate invoices in PDF format for easy download and sharing.

Step 5: Watch the Video Tutorial

To help you get started quickly, check out our tutorial video demonstrating:

  • How to generate account statements and invoices

  • Customizing templates

  • Filtering entries for easier management

Key Benefits

  • ✅ Centralized invoicing system integrated in your dispatch platform

  • ✅ Custom templates to align with your brand identity

  • ✅ Comprehensive reporting for client transparency and cost control

  • ✅ PDF export for easy record keeping and client distribution

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