Booking statuses explained
You will be able to read both status columns on the Bookings list, know which action moves each, and tell a trip that is late from a trip that is unbilled.
Each booking row shows two statuses. Status is about money: has the trip been invoiced and paid? Booking Status is about the trip: has it started, is it running, is it delivered? They move independently. A delivered trip can still be Pending Invoice; a Payment Received trip may have been paid in advance while still In Progress.
Status (billing)
Status is never set by hand. It follows the invoice and its payments. The invoice’s own Payment Status (Unpaid, Partial, Paid) tells the same story from the invoice side, and the dashboard Bookings by Status chart counts bookings by these four values.
Value | Meaning | What moves it here |
|---|---|---|
Pending Invoice | No customer invoice lists this booking | Creating the booking |
Invoice Created | A customer invoice includes it; nothing received | Saving a Customer Invoice with the booking as a line |
Partial Payment | Some money allocated to that invoice; a balance remains | A Customer Payment allocated Against Voucher for less than the invoice balance |
Payment Received | The invoice is fully paid | Allocations that bring the invoice Balance Amount to zero |
Booking Status (trip)
Booking Status is a field on the form, so the office can set it directly. With the driver app in use, the Trip journey steps in Settings (Start job, Arrive, Complete, Delivered, Done) move it as the driver taps them. The exact later-stage names follow your Trip journey labels.
Value | Meaning | What moves it here |
|---|---|---|
Booked | Created, not yet started | Creating the booking |
In Progress | The trip is under way | The driver’s Start job or first Arrive stamp from the mobile app, or the office changing the field |
Later stages | Delivered and completed stages as your Trip journey defines them | The Delivered or Done step, Auto-deliver on last complete, or the office |
Reading the two together
Status | Booking Status | What it usually means |
|---|---|---|
Pending Invoice | Booked | A new job; nothing to do yet |
Pending Invoice | In Progress | Trip running; bill when the POD arrives |
Pending Invoice | Delivered | Unbilled work; the gap the AI Assistant’s Autopilot is described as looking for |
Invoice Created | Delivered | Billed, waiting for the customer to pay |
Partial Payment | Delivered | Chase the balance; see Age Days on the invoice |
Payment Received | In Progress | Paid in advance or paid before delivery |
Payment Received | Delivered | Closed |
Where the statuses are used
- The status filter on the Bookings list and on the dashboard bookings grid filters by Status.
- The Booking Schedule shows bookings whatever their status; use the list to find unbilled trips.
- The Invoice No. column on the Bookings list fills when Status leaves Pending Invoice.
- The booking data source in the custom report builder carries both fields plus Billed On, so a report of delivered-but-unbilled trips is a filter away.
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.