Set up TripSetu and raise your first bill

By the end of this page you will have your company set up and one real trip from last week billed on a TripSetu invoice. Do it on the phone you will use every day. It takes about 30 minutes.

You need a TripSetu account. If you do not have one, start a free trial. Have last week's register or duty slips to hand.

1. Sign in#

Open TripSetu and sign in with the email you signed up with. The menu is on the left on a computer, and behind the menu button on a phone.

2. Enter your company details#

Open Settings > Company. Fill in your trading name, address, phone and email on the Company tab, and your state and GSTIN on the Tax tab if you are registered. Set your next invoice number on the Invoicing tab. These details print on every bill, so check them now. Company details and invoice numbers explains each one.

3. Add your vehicle types and one price#

1. Open Settings > Vehicle types and press New vehicle type for each kind of car you run, for example Sedan and SUV.
2. Open Settings > Rate cards and press New rate card. Add your most common package, such as local 8 hours and 80 km, or outstation per km.
3. Set Effective from to a date before the oldest trip you will enter.

Set your prices with rate cards covers every package.

4. Add your cabs and drivers#

1. Open Vehicles and press New vehicle for each cab: registration number, vehicle type and fuel.
2. Open Drivers and press New driver for each driver: name, phone and how he is paid.

5. Add one customer#

Open Customers and press New customer. Use a company you bill every month. Fill in its State, because an invoice that charges GST cannot be issued without it.

6. Take one booking through to a bill#

Pick a trip you ran last week for that customer.

1. Open Bookings and press New booking. Set the pickup date and time, choose To a company account under Bill to, and pick the customer. Under Quoted from, pick the rate card. It fills in Quoted fare, which is billed as quoted. To bill on actual hours and km instead, clear Quoted fare. Choose the vehicle and driver, then press Save booking.
2. On the booking, press Confirm, then Mark assigned, then Start trip. Fill in when it started and the opening reading, then press Start trip.
3. Open the trip, fill in when it ended and the closing reading, set Status to Completed, and press Save changes.
4. Open To invoice. The trip is listed with its amount. Tick it and press the Invoice 1 trip button.
5. Check the draft, then press Issue this invoice. It takes your next invoice number.

Press Print to see the bill as your customer will. That is the whole cycle: booking, trip, invoice.

7. Invite the person who takes bookings#

Open your name at the top right, then Team, and press Invite someone (the plus button on a phone). Enter their email and choose Manager. A manager runs the day's work but cannot change your settings or prices.

Next steps#

• Most cabs are booked for more than one day? See Record a trip over several days.
• A trip did not show up to bill? See Why a trip or invoice will not go through.