How do I create and send an invoice?

To create an invoice:

1. Log in to your RoadSync Checkout application.
2. Ensure the Invoices tab is selected on the top menu bar.
3. Click + New Invoice in the upper-right corner of the Checkout screen.
4. On the Create Invoice screen, input the driver’s carrier information and the driver’s phone number or email, then click Save and Continue.
5. Select the payment method, then begin building your invoice and detailing your charges.
6. Click Confirm and Checkout, then Send to Recipient.

Your customer should now have the invoice in their text messages or email inbox.

To learn more about creating an invoice, watch our video.