Why a trip or invoice will not go through
What each TripSetu refusal means and how to fix it, from trips missing on To invoice to an invoice that will not issue.
TripSetu refuses rather than guesses, so a bill is never wrong without you knowing. Each message below says what is missing. Find yours and fix that one thing.
A trip is not ready to bill#
To invoice lists these trips under their reason, with a button that opens the trip or booking to fix.
| Reason | Fix |
|---|---|
| Not linked to a booking | Open the trip and choose its booking under Against booking |
| No customer on the booking | Open the booking and choose the customer to bill |
| No fare and no rate card | Add a Quoted fare to the booking, or a rate card that covers the day the trip ran |
No fare and no rate card usually means one of these:
- The rate card's Effective from is after the day the trip ran. Set it earlier.
- The card is for a different vehicle type or customer.
- The booking is Airport, Rental or another package. Only local and outstation cards price a trip by themselves, so these need a Quoted fare.
A trip is missing from To invoice#
It is not listed at all when:
- The trip is not Completed yet. Open it, fill in the end, and set Status to Completed.
- The booking's Bill to is Direct. The rider pays on the day, so there is nothing to invoice.
- The trip is already on an invoice, a draft or a cancelled one included. Open Invoices to find it.
New invoice leaves out older trips#
From fills in with the customer's oldest unbilled trip. If you typed your own date, older trips are outside the period. Set From earlier and build the draft again, or tick the trips on To invoice instead.
The invoice will not issue#
| Message | Fix |
|---|---|
| Your own state is not set | Open Settings > Company, Tax tab, and set State |
| (Customer) has no state recorded | Open the customer under Customers and set State |
| There is nothing on this invoice yet | Add a line, or build the draft from trips |
| Invoice number (number) already exists | Open Settings > Company, Invoicing tab, and set Next number past the last bill you sent |
The state is needed only when the invoice charges GST, to choose between CGST plus SGST and IGST.
A button is missing or greyed out#
| What | Why |
|---|---|
| Mark assigned is greyed out | The booking needs both a vehicle and a driver. For a vendor's cab, their driver's name |
| A booking will not complete | One of its trips is still running. Complete the trip first |
| Reopen to correct is missing | Money has been received against the invoice, or you are not an admin |
| Settings is not in the menu | Only an admin sees Settings. Ask the account's admin to change your role under Team |
| A rate card is missing under Quoted from | It is for another customer or vehicle type. Choose the vehicle first |
A meter reading is refused#
The closing reading cannot be below the opening reading, on the trip or on any day of a multi-day trip. Check the digits on the duty slip.
Still stuck#
Use Send feedback in the menu under your name. It opens WhatsApp with your company and the page you are on, so we can look straight away.