How to create and edit invoices

Invoices in Bambi group completed trips together and generate a billable document you can send to payers, facilities, or private-pay passengers. Creating an invoice is quick — select your trips and Bambi does the math.

To create an invoice:

1. Navigate to the Billing page in your Bambi dashboard.

2. Click the Create an Invoice button in the top-right corner.

3. Enter or confirm the Invoice Number.

4. Click the Add Trips button.

5. In the Add Trips popup, select all of the trips you'd like to include on this invoice. You can search by Passenger name or filter by Trip Date, Payer, Status, etc. Check the box beside each trip to select it, then click Add (#) Trips to add the selected trips to the invoice.

   You can also click the Add all Invoiceable Trips button to add all trips that have not yet been invoiced to this invoice.

6. Add any sub-items, adjustments, or additional trips as needed.

7. Click Create Invoice.

To edit an invoice:

1. Navigate to the Billing page in your Bambi dashboard.

2. Locate the invoice.

3. Click the Edit button to the right of the invoice.

4. Make any desired changes - you can add additional trips, edit or remove trips, or add, edit, or remove sub-items and adjustments.

5. Click Save to save your changes.

What happens after the invoice is created?

The invoice appears in your Billing > Invoices list with a status of Unpaid. From there you can edit the invoice, email it directly to the payer, generate a payment link, or process a credit card payment — all without leaving Bambi.

Why can't I add this specific trip to an invoice?

Each trip can only be invoiced once. If a trip is already on an invoice, you can't add it to another invoice. If the trip was invoiced in error, edit the invoice to remove the trip. You will then be able to add that trip to a different invoice.