A booking from last year is missing.

Change the financial year filter. The list defaults to the active year and the booking sits in the previous one.

Can I export more than the visible columns?

The list export carries the list columns. Use the custom report builder with the Bookings data source to pick any column, including custom fields.

Docs · Bookings · How-to

Find, filter and export bookings

You will be able to find any booking in seconds, see only the trips you need, and hand the list to a customer or accountant as a print or an Excel file.

Open NShine ERP All docs

The Bookings list is the working screen for dispatch and billing. It has two views, Cards for a glance at today’s trips and Table for columns you can scan, with the same filters above both: financial year, date range and status. Each row has actions for edit, print, payments, share and description.

For one known booking, the global search in the top bar is faster than any filter: type the LR number, the customer or the vehicle.

Before You Start

Bookings exist in the financial year you are looking at.

Steps

Open Bookings. It opens on the active financial year.
Switch between Cards and Table. Cards show each trip as a tile; Table shows the columns below.
Set the financial year and date range filters. Narrow to a month for billing runs or widen to the year for a review.
Pick a status to see one billing stage. Pending Invoice lists unbilled trips; Partial Payment lists balances to chase.
Use the row actions: edit, print, payments, share, description. Payments opens the receipts linked to the booking’s invoice; description shows the notes without opening the form.
Click Excel to export the filtered rows. The file carries the list columns; the custom report builder gives more columns if you need them.
Click print above the list to print it, or share to send it.
Type an LR number, customer or vehicle in the global search to jump straight to a booking.

Columns in Table view

Column	What it shows	Comes from
LR NO.	The booking number	Lorry Receipt series
Vehicle	Vehicle number	Booking form
Pickup -> Dropoff Date	Planned dates	Booking form
Started	Actual start time	Job clock
Driver	Assigned driver	Booking form
Paying Customer	Who is invoiced	Booking form
Container Nos	Containers on the trip	Vehicle Info
Supplier	Truck owner for a market vehicle	Vehicle record
Invoice No.	The customer invoice that lists the booking	Customer Invoice
Status	Pending Invoice, Invoice Created, Partial Payment, Payment Received	Invoice and payments
Booking Status	Booked, In Progress and later stages	Form or journey stamps
Action	Edit, print, payments, share, description	Row actions

What This Changes

Filters and views change what you see, not the records. Excel and print read the filtered rows.
The dashboard bookings grid uses the same Status values and its own Excel export, for the dashboard’s selected period.

Tips

For a customer’s monthly statement of trips, filter by date range, export to Excel and sort by Paying Customer in the spreadsheet.
For columns the list does not have, such as Profit Loss, Billed On or POD Uploaded Date, build a report in the custom report builder from the Bookings data source.
The Booking Schedule is the better view when the question is “what is on the road this week”.

Frequently asked questions

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.