One work record for invoices, receipts, costs and balances

Trace each customer payment and vendor bill back to the trip or job that caused it, even when records arrive on different days.

When a trip is recorded in one place, billed in another, and paid through a third, staff need a stable trip or job reference. Use it on the customer invoice, payment record, supplier bill, and cost receipt so changes can be reviewed without rebuilding totals from separate lists.

Create invoice

Create a free PDF invoice without an account. In the accounting workspace, Pro includes Daytime, customer records and managed invoices; Business adds costs, payment records and profit reports. Compare workspace plans. For the standalone generator, see invoice plans and availability.

What to record and review

Choose a single trip or group reference when the work is first recorded.
Connect each customer charge, payment, vendor bill, and receipt to that reference.
Review revenue, amounts collected, unpaid customer and vendor balances, and costs separately before judging profit.

Worked example

A $1,000 job has $300 in costs and a $400 customer payment. Its operating profit before overhead is $700 and its customer balance is $600. Mixing payment and profit totals would obscure both figures.

Illustrative figures, not a quote or an industry benchmark.

How can I find an amount missing from a job total?

Start from the original job reference, then inspect related service lines, invoices, payment applications, and costs. Check dates and links before changing a total.

Related tools and guides

ReceAI by Best Partner Travel Inc. · About ReceAI · Support