How to generate account statements & invoices

Efficiently manage client invoices and cost control operations with the SmartCar platform. Follow this guide to understand the process, supplemented by a short video tutorial for a better understanding.

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Step 1: Access the Invoices & Statements Feature

1. Log in to the SmartCar platform.
2. Navigate to the “Invoices & Statements” option in the Utilities menu.

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Step 2: Generate Account Statements

1. Filter the data as needed to locate specific client accounts or transactions.
2. Select the desired account entries from the list.
3. Click the “Generate Statement” button to create a detailed account statement.
   • The statement includes key details such as client information, transaction history, and outstanding balances.

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Step 3: Generate Client Invoices

1. Locate the client’s bookings that require invoicing.
2. Select bookings using the checkbox in the “Select” column.
3. Click “Generate Invoice” to create a customized invoice for the selected entries.

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Step 4: Use Predefined Templates

1. Choose from predefined invoice templates to ensure consistency and professionalism.
   • Templates can be customized through the Notification Templates section for tailored designs.
2. Generate invoices as PDF files for easy sharing and record-keeping.

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Step 5: Video Tutorial

For a step-by-step visual guide, watch our short video tutorial that demonstrates how to:

• Generate account statements and invoices.
• Customize templates for client-specific requirements.
• Use filters to streamline cost control and client management.

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Key Features of the Account Statements & Invoices Tool

• Streamlined Workflow: Easily manage invoicing and account statements from a single platform.
• Customizable Templates: Use and modify templates for professional-looking invoices.
• Detailed Reporting: Generate comprehensive statements for enhanced cost control and transparency.
• Easy Sharing: Export invoices and statements as PDF files for client distribution.