Invoice Your Customers, Not Just Your Drivers
Waybill's invoicing now runs in two modes. Alongside driver-settlement invoicing, you can bill the customer directly — per job or per period — with all driver-pay and company-share figures hidden. Perfect for booked-hire operators who charge the account, not the driver.
Customer Accounts
Create and manage your customers and accounts as first-class records, then link them to jobs. Every job can belong to a customer, which is what makes customer-centric billing possible.
- Full account profiles — name, billing email, ABN, billing address, default payment terms, and notes.
- Attach to jobs — select the customer when creating or editing a job, and it flows straight into invoicing.
- Archive & restore — soft-delete accounts you no longer use without losing history, and restore them any time.
- Role-based access — dedicated permissions control who can view, create, edit, and archive customers.
Customer Invoices, Per Job or Per Period
Generate an invoice for a single job or batch every completed job for a customer across a billing period into one invoice — the customer's fares only, cleanly presented.
- Driver pay stays hidden — customer invoices show fares, GST, and totals. Driver-pay and company-share columns never appear.
- Separate numbering — customer invoices use their own prefix and sequence (e.g.
CINV-2026-000001), independent of driver invoice numbers. The prefix is editable in Settings. - Never co-mingled — the Invoices page has a Customer / Driver toggle so the two invoice types stay cleanly separated.
- Branded PDFs & email — issued invoices are emailed to the customer's billing email with the PDF attached, carrying your logo and business name.
Three Ways to Raise Customer Invoices
From fully manual to completely hands-off — pick whatever suits your billing workflow.
Manually
Pick a customer and a billing period, preview the invoice with its line items and totals, then generate it in a click. Ideal for ad-hoc or one-off billing.
Automatically on assignment
An opt-in workflow raises the customer invoice the moment a job is assigned to a driver. It only fires on jobs that have a customer attached and never double-invoices the same job.
On a recurring schedule
Set daily, weekly, or monthly customer billing that runs on its own — Waybill bills each active customer for the completed jobs in the period. Completely hands-off.
Auto-Invoice on Job Assignment
Turn customer billing into a background process. Using Waybill's workflow engine, add the Generate Customer Invoice action to a Job Assigned trigger and every assigned job with a customer is invoiced instantly.
- Choose to issue the invoice immediately (emailed to the customer) or leave it as a draft to review first.
- Guarded against duplicates — one invoice per job, even if the workflow runs again.
- Skips any job that doesn't have a customer account, so it's safe to leave running across your whole fleet.
Related Features
Bill the Way Your Business Actually Works
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