Billing and Accounting
GL Code Mapping
(GL) General Ledger Code Mapping TBN allows you to map your GL codes so that revenue is properly assigned during the normal course of operating your business. This removes the need for your sales or operations team to manually mark revenue or assign ...
Reports and Procedures to help close a month in TBN
Closing an Accounting Period. This guide provides an example of how a company might close an accounting period in TBN. Since each company has its own accounting practices, this is not intended as a definitive process for everyone. Instead, it ...
Waiving Credit Card Surcharges for a Specific Customer
Waiving a Credit Card Surcharge for a Specific Customer Overview This module shows how to manually waive a credit card surcharge for a specific booking in OpsDriver. This is useful in cases where you’re: Competing for a price-sensitive customer ...
Signing Up with Clover Connect to accept payments through OpsDriver
Clover Connect & Fiserv TBN is proud to offer our customers a first of its kind online payment integration with CloverConnect driven by Fiserv. This integration allows you to put the full power of OpsDriver to work managing payments from customers ...
Refunds from the contact detail page
Issuing Refunds on the Contact Page Overview This module explains how to issue refunds directly from a contact’s detail page in OpsDriver. This workflow is typically used when a customer has overpaid or when a manual credit needs to be returned. 1. ...
Sending Customer Statements
Sending Customer Statements Overview This module explains how to send customer account statements in OpsDriver using a predefined email template. These statements include recent activity and an attached PDF and help maintain clear communication with ...
Batch Processing Invoices
Bulk Processing Invoices <br> Overview This module outlines how to use the batch invoice processing feature in OpsDriver to efficiently generate, send, and manage invoices across multiple bookings. It also covers how to filter out bookings from ...
Logging Partial Refunds in TBN
Partial Refunds Explained There are times where a partial refund is needed against a booking or an Invoice. These steps will help you understand how to do that in TBN- For Bookings where you are not going to operate the trip. Issue the partial refund ...
Credit Card Surcharges
Credit Card Surcharges Overview This module explains how to configure, apply, and manage credit card surcharges in OpsDriver. It ensures your business can account for processing fees while giving customers clear visibility into the total amount ...
Refunding Overpaid Bookings Using Customer Credits
Generating refunds via customer credits Overview This module explains how to manage overpayments by generating customer credits and issuing refunds. It ensures that both the booking and the customer’s account are accurately reconciled in OpsDriver. ...
Free entry transactions on invoices
Free Entry Transactions on existing invoices Overview This module explains how to use Free Entry Transactions in OpsDriver to add charges directly to an existing invoice—without voiding or editing the original booking. This feature is ideal for ...
Managing Invoices
Managing Invoices Overview This module explains the multiple ways to manage invoices in OpsDriver, including access from contact and organization records, the financial dashboard, and AR aging reports. It empowers users to track outstanding balances, ...
Addons- Price Types, Add-on Types, and Hide From Customer View
Addons- Price Types, Add-on Types, and Hide From Customer View The following list outlines the Price Types for addons and how they are calculated- Price Type selection drop down when adding or editing an add-on. All Vehicles/Addons % - Fee charged as ...
Generating Statements
Generating Statements Video Overview This module explains how to generate account statements for a customer in OpsDriver. Statements are useful for summarizing open invoices, recent payments, and overall account status—particularly for customers with ...
Allocating Bulk Payments to multiple bookings
Allocating bulk payments to multiple bookings Allocating Bulk Payments Across Multiple Bookings Overview This module explains how to apply a single customer payment—typically a check—across multiple bookings in OpsDriver. This is a common scenario ...
Setting invoice and payment terms for customers
Setting invoice and payment terms for customers Overview This module explains how to configure invoicing rules and payment terms for individual contacts in OpsDriver. These settings are used to define how deposits, final payments, and credit limits ...
Recording payments against bookings
Recording payments against bookings Overview This module explains how to manually record customer payments for a booking in OpsDriver. This includes payments by check, cash, transfer, or credit card—ensuring accurate tracking of financial records and ...