LimoWiz allows you to print various styles of a Multi-Trip Invoice / Statement.
Billing options:
| 1. | Aging / Verify Trips: Should be done first before doing any billing to verify all trips. If any trips are unsettled, LimoWiz will warn you and give a chance to settle them. |
| 2. | Preview allows you to print a multi trip invoice for a certain account. |
| 3. | Print allows you to print invoice from a group of accounts. |
Limo ID defaults to your Limo ID and it can’t be changed unless you are a licensed user for a multi limousine service billing.
If Starting Account and Ending Account are left blank, LimoWiz will process all accounts.
By default the Account aging is printed for all trips up to and including the statement closing date. Only accounts with total balance over zero are printed. Unpaid trips or partially paid trips are the only trips that are printed. You may limit the printed aging period and you may enter an opening date and LimoWiz will print over due balances.
If an account has a credit, (travel agents), an appropriate message will be printed on the invoice
LimoWiz Settings file contains aging messages that print depending on the account aging.
If the account is current, 30 days, 60 days, 90 days or over, your custom written line will be printed. See LimoWiz Settings.
Remember: Account Require Statement/Invoice must be checked for invoices to print.
After payment is received LimoWiz will change Pay Method to the type of payment recorded, for example, PK for personal check, CK for corporate check, etc.
Note: When processing statements, LimoWiz will verify Trip Totals to ensure accuracy of the Total Due vs. Trip Total. If any mismatch is found, you'll have the chance to view the trip and
Fix the Total due.
Not all trips shown need to be verified, especially for accounts like Weddings, Travel Agents and
Sub Contractors. You will determine if any corrections need to be made. If any trips are not settled, they will also be shown. LimoWiz will allow you to either continue or stop processing.
Notes:
| 1. | Each trip listed may contain trip date, time, passenger name, contact name, service type requested and trip charges. If payments were made, they are also listed. |
| 2. | You print invoices that have a certain Reference Number. |
| 3. | Several option may be selected: |
| • | Condensed - One line per trip. |
| • | With complete routing (pick up and drop off details) |
| • | With trip times (out, arrive, actual, drop, in). Times are entered on trip Settle window. |
| • | General invoice message, like holiday greetings or company announcements. Make sure you update the message or remove when it is not applicable. |
Emailing invoices:
You may email in PDF and Rich Text Format (RTF).
To do so, click the Print Display Options, and process. LimoWiz will display the print options where you can select Email PDF, print, preview or fax.
If any trip need verification, LimoWiz will list those:
Sample print out:
