How to Create an Invoice

You can easily create an invoice in Road XS for a passenger, driver, or client (payment source).  This can be done in two ways:

Option 1)

First, navigate to the passenger, driver, or payment source (source) profile, click ‘Invoices’ on the left-hand side, and then press ‘Create Invoice’.

Alternatively

Option 2)

Go to the Main Menu, select ‘Invoices’, and press the ‘Create Invoice’ button.

You can utilize Road XS to generate any type of invoice.  This process allows you to create an ‘Ad-Hoc’ invoice, where you can invoice for any item at a price of your choosing.

Whether you choose option 1 or 2, the process remains the same.

Here’s how to create an invoice via the invoices page:

Step 1) Press ‘Create Invoice’.

Step 2) Select the recipient: driver, passenger, or source.

Step 3) Choose or search for the driver and press ‘Create Invoice’.

Step 4) Add an invoice title, e.g. MIDAS Training.

Step 5) Include an item description, amount, and specify whether tax (VAT) applies.

Step 6) Add any additional items if needed.

Step 7) Click ‘Save Changes’.

Option 3)

Invoices are automatically generated using the built-in Road XS invoice generator.