Generating claims from completed trips
Selecting trips, generating per driver or per payer, and what the resulting claim contains.
- Written for
- Billing
- Reading time
- 1 min
- Last reviewed
- August 8, 2026
Claims are generated from completed trips rather than entered from scratch. The operational record — vehicle, driver, mileage, timestamps, proof of service — is the source, so the claim and the day's work cannot disagree.
- Open Billing and choose Generate from trips.
- Filter to the period you are billing: a date range, and optionally a payer.
- Narrow further by driver if you bill per driver. Selecting several produces one claim per driver rather than a single combined batch.
- Review the eligible trips, and the ones excluded with their reasons.
- Generate. Each claim is created with its own line items, one per trip.
What a claim carries
- One line per trip, with its service type, date, mileage and calculated charge.
- The payer's own identifiers and the authorization number recorded on each trip.
- A link back to every source trip, so any line can be opened and inspected.