Finance & Accounting
Managing Invoices, Wallets, Customer & Driver Transactions, & Promotions
12 articles
Invoicing
Creating & Configuring Invoice Settings, Enabling & Manually Sending Invoices
How invoicing worksLearn invoicing fundamentals: enable customer invoicing, set billing cycles & charges, and manage invoice details & statuses.
How to manage invoicesLearn how to manage invoices, including accessing, filtering, updating statuses, and downloading them for your business customers.
How to manually create a new invoiceCreate and send invoices manually by selecting a customer, setting the date range, and notifying them via email.
How to mark an invoice as paidLearn how to manually mark a customer's invoice as paid after the customer has completed payment by updating its status in the admin center.
How to include additional charges in invoicesEasily add extra fees (like management fees) to invoices through its settings, and they’ll appear in the customer’s invoice after generation.
The difference between an invoice and a receiptLearn the difference between receipts (order details) and invoices (regular billing) for business customers, plus examples of both.
How to enable invoicing for a customerDiscover how you can enable invoicing as a payment method for your customers in the Admin Center.
Transactions & Wallets
Managing Customer & Driver Wallets & Transactions
Monitoring and Managing Driver Wallet TransactionsManage driver transactions via the Wallet tab in Admin Center. Add, filter, and adjust balances with source, type, and description details.
How to collect cash from driversWhen drivers collect cash (e.g., COD), it's deducted from their wallet. After repayment, a creditor transaction restores their balance.
How to add/deduct balance to the customer's walletManually adjust a customer’s wallet balance from the Admin Center by adding a new transaction as a creditor (increase) or debtor (decrease).
How to add/deduct balance to the driver's walletManually adjust a driver’s wallet balance in the Admin Center by adding a creditor (increase) or debtor (decrease) transaction.
Types of driver and customer transactionsLearn about different wallet transactions for drivers and customers, including payments, orders, commissions, withdrawals, and promotions.