One-Time Charges & Invoicing

Need to charge a customer for something not automatically invoiced as part of their booking? No problem - Loopit allows you to easily create custom billing items and one-time invoices.

As your business grows, you may find yourself needing to bill for new services, fees, or products not initially included in Loopit's default billing item list. This could include toll fees or fines incurred after a booking has ended, or incidental costs such as damage repairs.

Having consistent naming conventions for all billing line items is crucial for efficient reconciliation and understanding where your income is coming from.

1

Find the Customer

Go to the People tab and locate the customer for whom you want to raise the invoice.

2

Select Predefined Items

Utilize the predefined items in the Loopit system for billing purposes. This ensures consistent naming conventions for efficient reconciliation.

3

Add New Item (if necessary)

• Go to Settings.

• Choose Items under the billing section.

• Click on "Add Item" to create a new charge type, such as "Distance".

4

Issue New Invoice

After adding a new item, navigate back to the customer and issue a new invoice. The newly added item will now be available for selection.

Notes

• Ensure that all charges are accurately added to the predefined list to maintain consistency in billing.

• Double-check the details before issuing the invoice to avoid errors in billing.

Tips for Efficiency

• Regularly update the predefined items list to include all possible line items that may be charged to customers.

• Reuse predefined items as often as possible. Additional details can always be included as a line item description.

• Encourage team members to select consistent item values when issuing invoices to streamline the reconciliation process and keep the accounts team happy.