Turn completed jobs into invoices in seconds. RouteNio offers two paths to invoice creation, both designed to eliminate manual data entry.
Creating Invoices
From Completed Jobs (most common):
- Filter Jobs by "Uninvoiced" status.
- Select one or multiple completed jobs.
- Click Create Invoice - line items are auto-populated from job and route data.
- Review, adjust any values, and send.
Manual Creation (ad-hoc charges):
- Add custom line items with descriptions, quantities, and unit prices.
- Useful for waiting time, storage fees, or special handling charges.
When a job has a route from the Routes Library attached, the agreed price flows directly to the invoice line item - ensuring contract rates are honoured every time.
Tax Calculation
| Country | Tax Type | Rate |
|---|---|---|
| Australia | GST | 10% |
| New Zealand | GST | 15% |
| United Kingdom | VAT | 20% |
| United States | Sales Tax | Configurable per state |
| Canada | GST + PST/HST | Per province |
Individual line items can be marked tax-exempt for government-exempt charges.
Fuel Surcharge
Configure fleet-type-specific fuel surcharge rates under Settings → Invoicing. The surcharge appears as a separate line item and recalculates automatically when the rate changes.
6 Invoice Templates
RouteNio includes 6 distinct professional templates with dynamic service label headers and fleet-type-specific content. Select your preferred template under Settings → Invoicing → Template.
Payment Tracking
| Payment Status | Meaning |
|---|---|
| Unpaid | Invoice sent, no payment received |
| Partially Paid | Partial payment recorded |
| Paid | Full payment received |
| Overdue | Past due date |
| Written Off | Bad debt |
Stripe Online Payments
Enable the Client Portal with Stripe integration so clients can pay invoices online by card. See Set Up Stripe for configuration.
Accounting Integration
- Xero - Sync invoices, payments, and clients bidirectionally. See Connect Xero.
- MYOB - Sync invoices and client records. See Connect MYOB.
Bulk Invoice Operations
For high-volume operations: select multiple completed jobs → Create Invoice → one invoice per client or consolidated invoice. Works with any volume.
Client Statements
Generate PDF statements of all invoices, payments, credit notes, and current balance for any client over any date range.
Last updated: 2026-03-13