All the financial documents issued by Karhoo are easily accessible from Finance application. Please follow the following guidance once you require a copy of a document.
Download Statement pdf and Remittance Advise excel
The documents can be downloaded for approved and settled statements only.
- Open the Finance application and lookup the required statement (make sure that the billing period for the statement covered by the sales period selected in the date picker).
- Click download button
- Select required document type for download:
- Statement (PDF)
- Remittance Advice (excel)
Alternatively, you can download the documents from the statement page:
- Click on the required statement from the list
- Statement details page is opened
- Click on download button
- Select required document type for download:
- Statement (PDF)
- Remittance Advice (excel)
Download all trip documents and fee invoices for a statement
- Open the Finance application and lookup the required statement (make sure that the billing period for the statement covered by the sales period selected in the date picker)
- Click on the statement link
- Statement details page is opened
- Click on download button
- Select required document types in the menu:
- Download all trip documents
- Download all fee invoices
Download trip documents and fee invoices for a specific trip
- Open the Finance application and lookup the required statement (make sure that the billing period for the statement covered by the sales period selected in the date picker)
- Click on the statement link
- Navigate to the Trips tab
- Lookup the required trip e.g. by its trip ID, passenger name or an email address.
- Expend the trip and click on download icon next to the required document
- Select Download copy in pdf
Download trip documents and fee invoices for set of trips
- Open the Finance application and lookup the required statement (make sure that the billing period for the statement covered by the sales period selected in the date picker)
- Click on the statement link
- Navigate to the Trips tab
- Lookup the required trips e.g. using filters or just selecting required trips using checkboxes. You may also select all trips using the checkbox in the table header
- Click on the 3-dots menu in header of the trips list and select required documents for download:
- Trip receipt
- Trip invoice
- Fee invoice
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