Overview
Creating and managing trip requests helps ensure clear communication across FBO staff and provides a single source of truth for services rendered. Invoicing directly from a request allows all associated services to transfer into a transaction, helping reduce mischarges and streamline the billing process.
This article outlines the requirements and step‑by‑step process for creating an invoice from a request.
✅ Before You Begin
Before invoicing from a request, confirm the following:
A company name is associated with the trip
All services intended to be billed have been added to the request
Services have been rendered or are ready to be invoiced
ℹ️ Note: A company name is required in order to create a transaction from a request.
Create Invoice from a Request
Transactions can be created from the Request List in multiple ways. Select the option that best fits your workflow.
Option 1: Create New Invoice from Inside the Request
Navigate to Requests from the main menu.
Open the applicable request.
Review the trip details and services for accuracy.
Select Save & Invoice.
Option 2: Create Invoice Using the Actions Menu
Go to the Request List page.
Locate the appropriate request.
Select the Actions drop‑down menu.
Choose New Invoice.
Option 3: Create Invoice from the Invoice Status Column
Open the Request List page.
Locate the request you want to invoice.
In the Invoice Status column (Inv.), select New Invoice.
⚠️ Important Notes & Best Practices
Services added to a request after a transaction is created will not appear on the existing invoice.
If a line item is deleted from an invoice and later re‑added, it will lose its association with the original request service and may display as unpaid.
Once an invoice has been processed, any additional services must be billed on a new transaction.
✅ Best Practice: Verify all services on the request before creating the invoice to avoid billing discrepancies or rework.