Billing and Invoicing

Written by Jenn Southan

Updated at March 10th, 2025

The Billing and Invoicing feature in Tobi provides comprehensive tools to streamline your billing processes, whether you prefer to bring your own billing system or take advantage of our robust billing features.


Key Functionalities

Bring Your Own Billing: Tobi offers seamless integration with your existing billing system. 

You can easily connect your current system to Tobi, ensuring a smooth transition and compatibility with your established workflows.


Robust Billing Features

  1. Automatic Invoicing: Automatically generating invoices based on completed trips saves time and reduces manual effort.
     
  2. Automatic Claims Submission: Submit claims to insurance providers automatically, improving reimbursement efficiency.
     
  3. Automatic Trip Attestation: Automatically generate trip attestations to comply with regulatory requirements.
     
  4. Record Checks from Accounts: Record the checks received from the accounts and apply them to the associated bookings.
     
  5. Email Invoices: Send the invoices directly to the recipients from the workbook

 

Invoice Generation & Applying Payments

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