Billing & Charges

Accurate billing leaves the depot on time when charges, extras, and payments are handled without manual data entry.

103 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Closing out a rental means pulling agreement data, comparing vehicle condition, and manually calculating mileage, fuel, toll, and late fees before an invoice can go out. Each step lives in a different record or spreadsheet, so totals often take days and small errors slip into the final charge.

The automated version gathers return data, calculates every charge line, and produces a ready invoice within minutes of a vehicle coming back. Payment is collected, reconciled, and any dispute is routed to a person, so closing a rental no longer depends on someone stitching numbers together by hand.

Key features
Gathers agreement, mileage, fuel, and condition data automatically after a vehicle return
Calculates mileage overage, fuel, toll, and late return charges in one pass
Compiles an itemized charge summary without manual spreadsheet work
Generates and sends an invoice as soon as charges are confirmed
Runs payment against the card on file and matches it to the invoice
Flags disputed or failed charges for review instead of closing them automatically

How The Automation Works

The full workflow, from trigger to completion.

1. Vehicle Return Loggedtrigger

Fires the moment a rental marks the vehicle returned and checked in.

2. Calculate Final Charges

The Charge Calculation pulls mileage, fuel, toll, and condition report data and computes every charge line.

3. Review High-Value Or Damage Charges

A billing clerk confirms charges only when the total exceeds a set threshold or damage was flagged on the condition report.

4. Generate Invoice

An itemized invoice is created automatically with every confirmed charge line.

5. Charge Card On File

The customer's stored card is charged for the invoice total.

6. Send Receipt

An itemized receipt and payment confirmation is emailed to the customer.

7. Reconcile And Flag Disputes

The Reconciliation & Dispute matches the payment to the invoice and flags failed or disputed charges for follow up.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

Recommended for you

Other high-impact processes teams commonly map alongside this one.

Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
103hrs/month
Process pain:8.3/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

Map This Automation

No credit card required — it's free.