--- title: Invoicing  description: This article outlines the process around invoicing in Orcoda Booking System --- [Skip to content](https://knowledge.orcoda.com/en/invoicing-#main-content) English Show submenu for translations [More support](https://knowledge.orcoda.com/en/kb-tickets/new?hsLang=en) ![ORCODA\_Inline\_Logo\_App\_RGB-1.png\]](https://knowledge.orcoda.com/hs-fs/hubfs/ORCODA_Inline_Logo_App_RGB-1.png?height=40&name=ORCODA_Inline_Logo_App_RGB-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.orcoda.com/en/kb-tickets/new) - Go to orcoda.com Go to orcoda.com How can we help you? - There are no suggestions because the search field is empty. 1. [Orcoda Knowledge Base](https://knowledge.orcoda.com/en?hsLang=en) 2. [Orcoda Bookings System (OBS)](https://knowledge.orcoda.com/en/orcoda-bookings-system-obs?hsLang=en) # Invoicing ## This article outlines how to manage invoicing within the Orcoda Booking System (OBS). The OBS Financial section provides tools for generating, viewing, and exporting customer invoices ### **Orcoda Booking System – Invoicing Management** This guide explains how to access, review, finalise, and export invoices within the Orcoda Booking System (OBS), as well as how to manage payment services linked to invoicing. --- #### **1. Accessing the Invoices Page** The **Invoices** section is located under the **Financial** subsection of Settings. ### **How to Navigate to Invoices** 1. Go to **Settings**. 2. Select **Financial**. 3. On the Financial landing page, click **Invoices**. ![](https://knowledge.orcoda.com/hs-fs/hubfs/image-png-Nov-18-2025-01-16-05-2705-AM.png?width=670&height=261&name=image-png-Nov-18-2025-01-16-05-2705-AM.png)   The **Invoices** page allows you to: - View all customer invoicing activity - Manage un-finalised (uninvoiced) trips - Access and export invoices in a format compatible with **Xero and MYOB** --- #### **2. Managing Un-finalised Invoices (Uninvoiced)** Un-finalised invoices can be accessed via the **UNINVOICED** tab on the Invoices page. ### **Available Actions** - **View Details** Click **DETAILS** on the relevant client line to open the detailed list of all trips for that client. - **Finalise Invoice** Click **CREATE INVOICE** to finalise an invoice for the selected client. - **Current Month Restriction** > Invoices for the current month **cannot be finalised**. > The **CREATE INVOICE** buttons for current-month items will be disabled. --- #### **3. Viewing & Managing Finalised Invoices** To open a finalised invoice, click **VIEW** on the line item on the **Invoices** page. ![](https://knowledge.orcoda.com/hs-fs/hubfs/image-png-Feb-04-2026-11-02-15-8224-PM.png?width=670&height=221&name=image-png-Feb-04-2026-11-02-15-8224-PM.png) ### **Actions on the Invoice Page** - **Mark Selected as Invoiced** - Check the **INVOICE SAVED TO XERO** box - Click **SAVE** - **Remove Trips** Remove individual trips using the **REMOVE** button. - **Download Trips CSV** Export a CSV of all trips in the invoice by clicking **DOWNLOAD CSV**. - **Hide an Invoice** Click **HIDE** to permanently remove the invoice from the Invoices page. ### Invoice Description By default, each trip line on an invoice includes: 1. Trip origin address 2. Trip destination address 3. Trip ID 4. Trip Date Invoice templates are created per provider, if a client is assigned to a particular provider in their client profile, any invoices for this client will use the invoice template configured for that provider. Users can configure what details are shown on the invoice from the Providers page under the Settings menu as shown below. ![](https://knowledge.orcoda.com/hs-fs/hubfs/image-png-Feb-04-2026-11-23-08-4426-PM.png?width=1889&height=676&name=image-png-Feb-04-2026-11-23-08-4426-PM.png) First select the name of the Provider that you wish to edit the invoice template for. On the following page, select "Edit Template" next to "Provider Xero item description template" ![](https://knowledge.orcoda.com/hs-fs/hubfs/image-png-Feb-04-2026-11-24-51-3094-PM.png?width=1912&height=948&name=image-png-Feb-04-2026-11-24-51-3094-PM.png) On the Edit Template page, you can copy the Key's for the available fields into the template field at the bottom of the page as shown below. **![](https://knowledge.orcoda.com/hs-fs/hubfs/image-png-Feb-05-2026-12-37-45-4538-AM.png?width=1912&height=1597&name=image-png-Feb-05-2026-12-37-45-4538-AM.png)** After the desired keys have been copied into the template field, select Update Item Description to save the template. ### **Visibility Note** Invoices marked **SAVED TO XERO** are hidden by default. To view them: - Click **SHOW ALL** - Saved invoices will display a ✓ symbol in the **SAVED** column. --- #### **4. Exporting a Xero or MYOB CSV** OBS supports exporting multiple invoices into a **MYOB or** **Xero-formatted CSV file**. ### **How to Export** 1. On the Invoices page, tick the checkboxes next to the invoices you want to export. 2. Once selected, the **DOWNLOAD MYOB/Xero CSV** buttons become active. 3. 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