Invoices: Bookings Menu

After installing the Invoices Add-on for the Chauffeur Taxi Booking System, additional invoice management features become available directly within the ‘Chauffeur Booking System’ -> ‘Bookings’ menu. This integration allows you to easily create, view, and send invoices related to individual bookings.

Accessing the Invoice Component

Navigate to ‘Chauffeur Booking System’ -> ‘Bookings’. In the list of all reservations, click on a specific booking to view its details. On the booking details page, a new component (meta box) labeled Invoice will appear on the right-hand side of the screen. This component provides several functionalities, enabling you to:

• Create a new invoice for the current booking.
• Download (view) existing invoices related to the booking.
• Send an invoice to the customer associated with the booking.

Invoice Component Fields

The component includes the following fields:

• Invoice – A selection list where you can choose to either create a new one or browse previously generated invoices for the booking.
• Action – A list of actions you can perform with the selected invoice. Options include ‘Download an invoice’: opens the invoice in PDF format for review or download, and ‘Send an invoice to the client’: emails the selected invoice to the customer.
• Invoice Number – This field allows you to input a custom invoice number. If left blank, the system will automatically assign the next available number based on the global numbering settings.
• Comments – A text field where you can add any additional notes or information that will appear in the ‘Comments’ section of the generated PDF invoice.
• Client E-mail Address – This field is auto-populated with the customer’s email address associated with the booking. However, you can modify this address if needed.

Processing Invoices

After configuring the desired options, the ‘Process’ button at the bottom of the meta box executes the selected action, either generating a new invoice, sending an invoice, or downloading an existing one.

Examples of Invoice Operations

Creating and Viewing a New Invoice:

• In the ‘Invoice’ field, select ‘Create a new one’.
• In the ‘Action’ field, choose ‘Download an invoice’.
• Leave the ‘Invoice Number’ field blank or enter your own invoice number.
• Click ‘Process’ button.

A new invoice will be generated and opened in a new window in PDF format. The invoice will also be automatically saved to the system.

Creating and Sending a New Invoice:

• In the ‘Invoice’ field, select ‘Create a new one’.
• In the ‘Action’ field, choose ‘Send an invoice to the client’.
• Leave the ‘Invoice Number’ field blank or enter your own invoice number.
• Add any additional information in the ‘Comments’ field if needed.
• Verify the ‘Client E-mail Address’ and click ‘Process’.

The invoice will be generated and sent immediately to the client’s email as a PDF attachment.

Sending an Existing Invoice:

• In the ‘Invoice’ field, select the desired document from the list of existing invoices.
• In the ‘Action’ field, choose ‘Send an invoice to the client’.
• Click ‘Process’ to email the selected invoice to the customer.

Downloading an Existing Invoice:

• In the ‘Invoice’ field, select the existing document.
• In the ‘Action’ field, choose ‘Download an invoice’.
• Click ‘Process’ to open the PDF invoice in a new window.