Customer Invoicing

Generate and send invoices for private pay and facility clients directly from completed trip data

With Customer Invoicing, The Biller can generate invoices from trip data so they can bill non-broker clients efficiently — resulting in faster private pay collections.

The Problem

The Core Problem
Manual invoice creation for non-broker clients is slow and error-prone, delaying collections and limiting the ability to scale private pay business.
The Scenario
A provider does 30% of their business with private pay clients and facility contracts (non-broker). The biller manually creates invoices in QuickBooks by cross-referencing trip records, rate sheets, and contract terms. This takes 8 to 10 hours per month.
Why It's Urgent
Manual invoicing introduces errors — wrong rates applied, trips missed, mileage miscalculated. Late invoices delay payment. Facilities that receive inaccurate invoices dispute them, further delaying collection.
Without MediRoutes
Build a more detailed spreadsheet template. Still requires manual data entry from trip records and still produces errors when rates change or trips are missed.
With MediRoutes
Invoices generated automatically from completed trip data. Rate sheets applied per client. Line items include trip date, patient, pickup, destination, mileage, and calculated charge. Invoices can be reviewed, adjusted, and sent directly from MediRoutes.

Who This Helps

The Biller
Creates invoices for private pay and facility clients manually. Cross-referencing trip records with rate sheets takes 8 to 10 hours per month.
Frustrations
  • Manual invoice creation from trip records is tedious and error-prone
  • Rate changes require updating every pending invoice
  • Facility disputes from invoicing errors delay payment
Pain Points
  • 8 to 10 hours per month on manual invoicing
  • Revenue delayed by invoicing errors and disputes
Ideal Workflow
Generate invoices with one click from completed trips, rate sheets auto-applied, send directly to the client
The Fleet Owner
Private pay and facility revenue is growing. Manual invoicing cannot scale without adding billing staff.
Frustrations
  • Invoicing bottleneck delays private pay collections
  • Cannot scale non-broker billing without adding staff
  • No visibility into outstanding private pay receivables
Pain Points
  • 30% of revenue runs through a manual invoicing process
  • Payment collection lagging due to late and inaccurate invoices
Ideal Workflow
Invoices generated and sent automatically u2014 private pay collections run as smoothly as broker billing

How It Works

Each step shows what happens when things go right — and what MediRoutes does when they don't.

Start / End
Process Step
Decision Point

Common Questions

Yes. Invoice templates can include your company logo, custom fields, and client-specific terms. Each client can have unique rate sheets and billing frequencies.
Yes. Rate sheets support flat rates, per-mile rates, wait time charges, zone-based rates, and tiered pricing. Rates can vary by service type, time of day, and vehicle type.
Yes. When a client disputes a line item, the biller can drill into the trip record to verify the charge, adjust if needed, and reissue the invoice.
Invoices can be exported in standard formats compatible with QuickBooks, Xero, and other accounting systems. Direct integrations are on the roadmap.