Can I type a line straight into the customer invoice?

Not on the screens checked for these docs; lines are bookings. If your plan shows a free line type, use it, and tell support so this page can be updated.

Will the extra booking distort my trip reports?

It adds one to the booking count. Put a clear word such as "charge" in Notes and leave Vehicle empty, and filter it out when counting trips.

Docs · Invoices · How-to

Create a customer invoice without bookings

You will have a customer invoice for a charge that is not a normal trip, raised through a booking that carries the amount, so it still posts to the customer balance and reports.

Open NShine ERP All docs

The customer invoice form adds lines by Booking. On the screens checked for these docs there is no free-text line on a customer invoice, so anything you want to bill has to sit on a booking first. That is not a limitation in practice: a booking is simply the record that carries the amount, and it can be a one-line record for a standing charge.

Use this when you bill detention or halting, loading and unloading, a fixed monthly vehicle hire, or a lump-sum contract amount with no single trip behind it.

Before You Start

The customer exists under Customers.
The charge names you use, such as halting charges or unloading charges, exist under Settings › Adjustments with Adjustment Type Income, so they show as named amounts on the booking.
A tax rate exists under Settings › Tax Rates.

Steps

Open Bookings and click Add to create a booking for the charge. Pick the Paying Customer. Pickup and drop-off can be the customer’s own site; set the PickUp Date to the period the charge covers.
Type what the charge is in Notes and in Material, so the line is recognisable on the invoice and on the customer statement.
Save, then open Add Amounts on the booking.
Enter the amount under Customer Billing. Use the Total Amount excl. tax for a lump sum, or add the charge as an Adjustment with the name from Settings › Adjustments.
Set the Booking Status to a completed state so it does not appear as live work on the schedule.
Open Invoices › Customer Invoice, click Add and pick the Customer Name.
Add the booking you just made as the line item, choose the Tax Rate, tick Apply RCM if needed, then Save.

Fields that matter on the carrier booking

Field	What to enter	Required
Paying Customer	The customer who will be invoiced	Yes
PickUp Date	The date or period of the charge	Yes
Material / Notes	A plain description of the charge	Recommended
Customer Billing › Total Amount excl. tax	The lump sum to bill	Yes, or an Adjustment
Adjustment	A named charge from Settings › Adjustments, such as halting or unloading	Optional
Booking Status	A completed status, so it is not treated as a trip in progress	Recommended

What This Changes

The booking shows as Invoice Created and carries the revenue on the booking profit panel and the Vehicle Profit/Loss report if a vehicle is set.
The customer’s Current Balance and the Account Receivables ledger go up by the invoice total, exactly as for a trip invoice.
The invoice is Unpaid on the Customer Invoice list until a payment is allocated to it.
The booking counts in Total Bookings on the dashboard; use a recognisable Notes text so it is easy to exclude when you review trip counts.

Tips

Keep standing charges on their own bookings rather than adding them to a trip. The customer statement then shows them as separate lines.
If the charge belongs to a trip that is already billed, raise a second booking for the extra and invoice it, rather than editing the paid invoice.
Market-vehicle hire you re-bill to a customer works the same way: the booking carries both the customer amount and the supplier amount.

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.