Designated Driver Invoices: Minimum Amount, Paper Mail, and Electronic Delivery
A designated-driver trip can end cleanly and still leave finance unhappy. The rider has a completed order and no invoice they can submit. The desk then builds a spreadsheet process, or promises paper and email paths the product was never set up to run. Ptaxi’s designated driver app documents passenger invoicing from the wallet: select trip orders, meet the minimum invoice amount, request paper or electronic delivery, and view invoice history.
This is not a new fare engine, and it is not a top-up promotion. Wallet top-up bonus packages stay on their own card. Bill confirm still sits at the end of the trip. The useful work is teaching the minimum, the two delivery paths, and the admin review that paper invoices still need.
Why a completed trip is not yet a receipt
Many designated-driver bookings are paid by someone who needs a record: a company, a host, or a family member who settled the night. If the app only shows a trip history line, that person still forwards screenshots. Support invents invoice numbers in email. Finance rejects the file because it is not paper and not a formal electronic invoice.
The pain is operational, not cosmetic. A desk that promises “we can invoice anything” will drown in small requests. A desk that offers only paper, with no reviewer and no mail step, will miss the documented path. A desk that offers only email, with no minimum, will send a third-party invoice for trips too small to be worth the fee. None of that is solved by changing waiting fees. The product already has a wallet invoice request, a minimum, and two invoice types. You have to configure them and staff the paper review.
Stay inside the list. It does not name a tax-ID field, an invoice itemization layout, or a rule that only certain payment methods can be invoiced. It does not say the invoice is issued by the driver. Do not add those claims in a sales script. Show the wallet request, the minimum, and the two delivery paths.
What the passenger requests, and the minimum that can block it
In My wallet, the passenger can top up a custom amount and later pay with balance. The same wallet holds invoices: the rider selects trip orders, requests an invoice, and can view invoice history. Invoicing must meet the minimum invoice amount set in the admin console. Billing details sit next to that, as a record of income and expense, not as the invoice itself.
Say the limit out loud in a demo. If the selected orders sit below the minimum, the request should not sail through just because a salesperson wants a happy screenshot. The list does not publish the default amount. It does not say whether several trips can be combined to clear the minimum, beyond the fact that the passenger selects trip orders. Do not invent a bundling rule. In rehearsal, pick completed trips, show the minimum, and request an invoice only when the threshold is met.
Keep payment claims conservative for an overseas buyer. The documented passenger methods on this line are balance plus the other in-app methods the list names. Prefer the wallet in the story. Do not present bank cards, credit cards, or a named card processor as part of invoicing. Those are not in the feature list.
Neighboring wallet tools should not be merged into the invoice story. Top-up packages can grant bonus credit when the passenger chooses a package. That is a promotion. It is not a receipt. Bill confirm and offline collection is how the trip amount is settled, including passenger pay, driver advance pay, and offline confirmation. Invoicing happens after there is a trip order to select. Do not tell a lead that an unpaid or canceled job will invoice just because the wallet screen exists.
Paper review, electronic email, and what admin actually staffs
Admin invoice management is the desk side of the same feature. Staff can set the passenger minimum invoice amount. Invoice types are paper or electronic.
Paper has a human in the loop. After the passenger selects orders and requests the invoice, customer service reviews and approves it, then mails the printed invoice. If you turn paper on without a reviewer and a mailing process, you have a button that stalls. If you approve everything without looking, you have a postal cost with no control. The list does not publish a review SLA, a mailing region, or a template ID. Write those into your own ops note.
Electronic invoices are managed through a third party. Once requested, they are sent automatically to the passenger’s email address. That is the documented automation. The list does not name the third-party vendor, and it does not say the file format. Do not invent a brand in a proposal. Confirm in the demo that the passenger email on the account is the address that will receive the file.
Passenger records are visible beyond the wallet. In passenger management, staff can view passenger details, including related orders and invoicing records, and can also top up, suspend, or message the account. System configuration includes invoice settings alongside payment, withdrawal, and other switches. The list does not itemize the fields inside invoice settings. Do not invent them. Show the minimum and the two types, then stop.
Tradeoffs to say out loud before launch
Set the minimum too high, and riders who need a receipt will leave the app and ask for a manual PDF. Set it too low, and paper review becomes a daily pile. Offer paper without staffing approval and mailing, and requests will age in a queue nobody owns. Offer electronic delivery without a reliable email on the passenger record, and “automatic” will mean a bounce. Promise card billing or a named invoice vendor the list does not record, and you will have to unsay it in due diligence.
The useful launch posture is narrower. Pick one minimum you can defend. Staff paper review for the buyers who still need a mailed invoice. Turn on electronic delivery to email for everyone else. Show invoice history in the wallet and in the passenger record. Keep top-up bonuses and bill confirm on separate cards.
Soft next step
If your designated-driver riders already ask for invoices the morning after a booking, run one rehearsal before you promise finance a clean trail. Use the checklist, then come back to designated driver app or contact us when a lead can meet the minimum, request paper and electronic paths, and find the invoice history without borrowing top-up language.
- In admin invoice management, set a passenger minimum invoice amount and confirm both types are available: paper and electronic.
- In the passenger wallet, select completed trip orders that meet the minimum. Request an invoice. Open invoice history.
- Walk the paper path: customer-service review and approval, then mailing. Name the reviewer. Do not skip this step in the demo if you plan to offer paper.
- Walk the electronic path: a third-party invoice sent automatically to the passenger’s email. Confirm the email on the account. Do not name a vendor the list does not name.
- Open the passenger record and find invoicing records. Keep top-up bonus packages off this card.
- Write a one-page finance note: the minimum, who approves paper, where electronic files go, and that invoicing is not a card-payment product.
Frequently asked questions
Can passengers invoice designated-driver trips?
Yes. In the passenger wallet, the rider can select trip orders and request an invoice, then view invoice history. Invoicing has to meet the minimum invoice amount set in the admin console. The list does not say every unpaid or canceled trip is eligible.
What is the difference between paper and electronic invoices?
Paper invoices are reviewed by customer service after the passenger requests them, then mailed. Electronic invoices are managed through a third party; once requested, they are sent automatically to the passenger’s email address. Do not demo a card-network billing product. The documented passenger payments on this line are in-app wallet balance and the other in-app methods the list names.
Who sets the minimum invoice amount?
Admin invoice management lets staff set a minimum invoice amount for passengers. System configuration also includes invoice settings. The list does not publish a default amount, a per-company override, or a rule that the minimum is calculated automatically from trip distance.
Is a wallet top-up bonus the same as an invoice?
No. Top-up packages with bonus credit are a passenger wallet promotion. Invoicing is a request against trip orders, subject to the minimum amount, with paper or electronic delivery. Keep those screens on separate rehearsal cards.