Knowledge Center

Follow up on rental invoice

The remaining steps before actually billing the customer includes inspecting the invoices and making necessary changes if needed. This can be done in two different ways depending on the number of items in the plans to be changed.

Single item
  1. From the Customer Invoice - RENTAL document, highlight the desired item listed and press ENTER.

  2. This will open the Customer Invoice Item. Press F12, or right click, to open the action menu. Choose the option Change Rental Invoice Status.

  3. This will open a popup where single days may be edited concerning payment on individual items.

Multiple items

To change multiple items concerning payment, the easiest method is to delete the invoice and creating a new one.

  1. Enter the Invoice in question.

  2. Press F12, or right click, to open the action menu. Choose the option Delete All Items.

  3. Press F12, or right click, to open the action menu. Choose the option Discard Document.

  4. Go back to the Recurring Invoice Plan (COP) document, which can be done to the middle right in the window using the magnifying glass icon beside OurNo. You can also see the COP document referenced in the field.

  5. Choose the Modify Invoice Status link in the Plan Info box and perform the desired changes.

  6. Press F12, or right click, to open the action menu. Choose the option Create Invoice For All Items.

  7. Follow the steps stipulated previously under Invoice a rental plan.

  8. This will create an invoice with the needed changes, ready to proceed.

Sending the invoice to customer

There are two methods of sending the invoice to customer, depending on assumed need for change.

The first method is if it is likely that the customer will accept the invoice without changes.

  1. Press F12, or right click, to open the action menu. Choose the option Forward to Customer.

  2. The invoice will go to ST:4 and sent out to the customer per the customers specification defined in the CUS archive.

The second method if it is likely that the costumer will need changes in the invoice.

  1. Press F12, or right click, to open the action menu. Choose the option Print / Send Proforma Invoice.

  2. To generate a PDF document of the invoice, press the Generate PDF icon to the far left of the item line.

  3. Press the Refresh button until the PDF icon shows to the right of the item line.

  4. A proforma invoice has now been created, and the invoice will be set to ST:2.

  5. If there are any need for changing the invoice, press F12, or right click, to open the action menu and choose the option Re-open for Entry (ST:1). This makes the document ready for any new edits.