How Customers Receive Invoices

When a customer completes a booking through EasyTaxiOffice—whether via the Web Booking Widget, Passenger App, or through an admin-assisted booking—a booking confirmation email is automatically sent to their registered email address.

Attached to this confirmation email is a PDF invoice detailing the booking information. This process ensures that customers receive immediate documentation of their booking and payment details.

Accessing Invoices Through the Customer Online Account

Customers can access and manage their invoices through their online accounts. By logging into their account, customers can:

  • View a list of all previous bookings

  • Download or print invoices for individual bookings

  • Leave feedback on completed journeys

This feature provides customers with a centralized location to manage their booking history and associated invoices.

Corporate Accounts and Periodic Invoicing

For customers with a Company Account, EasyTaxiOffice offers additional invoicing functionalities:

  • Deferred Payments: Customers can make bookings without immediate payment, allowing for consolidated billing.

  • Periodic Invoices: Admins can generate periodic invoices that encompass multiple bookings, simplifying the payment process for corporate clients.

These features are designed to streamline billing and payment processes for corporate customers.

Customizing Invoice Content

Administrators have the ability to customize the content of invoices to better suit their business needs:

  • Custom Fields: Admins can add custom fields to invoices to include additional information relevant to their operations.

  • Enabling Custom Fields: To include custom fields in invoices, navigate to:

    Settings → Invoices

    Here, you can select the custom fields you wish to display on invoices.

This customization allows for more detailed and tailored invoicing.

Managing Invoice Notifications

EasyTaxiOffice provides options to manage how and when invoice notifications are sent to customers:

  • Notification Settings: Admins can configure notification preferences by navigating to:

    Settings → Notifications

    Within this section, you can adjust settings related to booking confirmations and invoice dispatch.

  • Previewing Notifications: To see how a notification will appear to customers, click the eye icon next to the desired notification in the Notifications settings.

These settings ensure that customers receive timely and appropriate communications regarding their bookings and invoices.

Accessing Invoices via the Passenger App

Customers using the Passenger App can manage their bookings and invoices directly from their mobile devices:

  • Booking History: The app provides a "Your Trips" section where customers can view current and past bookings.

  • Invoice Access: Within each booking, customers can view, download, or print invoices.

  • Feedback: Customers are encouraged to leave feedback on completed journeys, enhancing service quality.

This mobile access ensures convenience and flexibility for customers managing their travel arrangements.

Generating Payment Reports

Administrators can generate detailed payment reports to monitor financial transactions:

  • Accessing Reports: Navigate to:

    Reports → Payment Reports

  • Report Customization: Admins can filter reports by:

    • Service Type: Select specific services to include.

    • Job Status: Choose statuses like Completed or No Show.

    • Payment Method: Filter by payment types used.

    • Payment Status: Include paid, unpaid, or pending payments.

    • Date Range: Specify the timeframe for the report.

    • Date Type: Choose between Journey Date or Created Date.

  • Exporting Reports: Once generated, reports can be exported in PDF, XLS, or XLSX formats for record-keeping or analysis.

These reports provide valuable insights into the company's financial performance and customer payment behaviours.