Corporate Accounts (Agents)

Corporate accounts are for agents who book on behalf of other people — hotel front desks, travel agencies, executive assistants, event companies. Instead of one rider with one history, a corporate has a roster of passengers, negotiated billing, and its own portal.

The corporate list

Columns: Company (name over contact · email), Terms (prepaid / invoice / credit), Discount %, Bookings, Spend, Status. The Add Corporate dialog captures company name (required), contact person, phone, email, billing email, address, payment terms, discount %, credit limit, and notes.

The corporate detail page

Open an account for the full workspace — five tabs:

Passengers — the agent's own rider roster, separate from your customers list. Each passenger has contact details, address, and their own bookings/spend counters. The row menu includes New booking, which jumps straight into the booking editor with the corporate and that passenger preselected — the fastest way to book for a roster rider.

Booking History — every trip attributed to this corporate, with status, total, and a Billed column showing which invoice covers it (or its payment status if unbilled).

Invoice — the account's invoices, plus the headline feature: Generate invoice (N) collects all unbilled bookings into one consolidated invoice instead of billing per trip. From here you can also send an invoice, mark it paid, or open its PDF.

Billing — the financial dashboard:

Tiles for payment terms, discount, passenger count, Outstanding (invoiced but unpaid), Available credit (credit limit minus outstanding; unlimited when the limit is 0), and Unbilled (rides accumulated since the last consolidated invoice). Billing settings — terms, discount %, credit limit, billing email — are edited right here.

About this agent — identity details, active switch, notes, and the agent portal login panel: Create login makes a portal account for the agent and emails them a set-password link.

How the discount and credit work

• Discount % applies automatically to every booking attributed to the corporate — the price breakdown shows it, and it stacks with any coupon (the combined discount is capped at the trip's base + stops fare).
• Credit limit caps how much unpaid balance the account can carry; 0 means unlimited. With credit terms, bookings accrue on account and get swept into consolidated invoices.

The agent portal

With a login, the agent signs into /portal and self-serves: manage their passenger roster, book rides for any roster passenger (your discount applies automatically), and see their bookings and invoices. Deleting a corporate keeps the member accounts — they just lose the corporate link.