Invoice worklist

Invoicing With the Worklist

As soon as a trip is marked as Active, it is automatically added to your Worklist and prepared for invoicing. The Worklist provides a clear overview of all trips ready to invoice and allows quick filtering, reviewing, and invoice creation.

Step 1: Open the Worklist

1. Navigate to Invoice → Worklist.
2. All trips ready for invoicing will appear here, grouped by customer and order.

Step 2: Filter to Find the Correct Trips

Use the filtering tools to efficiently locate the right trip or order:

• 📅 Date range
• 🚌 Trip type
• 👤 Customer
• 🏢 Department
• 🧾 Status

💡 Tip: Combine multiple filters for faster navigation when handling large volumes of trips.

Step 3: Select Trips for Invoicing

You can choose to invoice:

• ✔️ Entire orders by selecting the order header
• ✔️ Specific trips within an order by selecting individual items

Step 4: Create and Review the Invoice

After selecting trips:

1. Click Create Invoice
2. Review all listed invoice details
3. ✏️ Adjust prices if necessary
4. ➕ Add additional costs or surcharges
5. 💬 Include a custom message for the customer
6. Save and finalize

💡 Note: Any price changes made here affect the invoice only — not the original order.

🛠 Troubleshooting

If issues appear when working with the Worklist, review the following:

Trip not appearing in Worklist

• Confirm the trip is marked as Active Order
• Ensure it has not been invoiced already
• Adjust or clear filters (date, department, customer)

Filters returning no results

• Clear all filters and retry
• Expand the date range
• Confirm you selected the correct customer or department

Unexpected or incorrect price

• Check whether pricing was edited earlier in the order
• Review dynamic pricing factors applied
• Check for automatically applied extra costs

Create Invoice button is disabled

• Ensure at least one trip or order is selected
• Verify your user role includes invoicing permissions
  (Settings → Admin → User Roles)

Still need assistance?

• Contact your TEQ Administrator to verify your access settings
• Reach out to TEQ Support with:
• • Trip/Order ID
  • Screenshot of the issue
  • A short description of the problem