Combine Rental Ledger Entries for Invoicing

With the Get Rental Ledger Entries function in the Rental Invoice line, you can manually choose which open, not yet invoiced Rental Ledger Entries to include in an invoice. This process can be useful for customers who want to be invoiced for only certain Rental Ledger Entries from various Rental Contracts, such as particular items or rate components.

Note

Creating invoices using the Get Rental Ledger Entries function is not limited by invoicing periods.

To combine multiple rental ledger entries on a single invoice

  1. Create and ship rental contracts.
  2. Choose the Lightbulb that opens the Tell Me feature icon, enter Rental Invoices, and then choose the related link.
  3. Choose the New action and then press ENTER to insert the next invoice number.
  4. In the Customer Name field, enter the customer name or number.
  5. On the Lines FastTab, choose Functions > Get Rental Ledger Entries.
  6. Select the Rental Ledger Entries that you want to include in the invoice:
    • To insert all lines, select all lines and then choose the OK button.
    • To insert specific lines, select the lines and then choose the OK button. To select multiple, non-sequential lines, hold down the Ctrl key while selecting the lines.
  7. The information from the Rental Ledger Entries is transferred to the Rental Invoice. You can delete any incorrect lines or start the process over by deleting all lines and re-running the Get Rental Ledger Entries function.
  8. On the Home menu, choose the Post menu.

To view the combined invoice

When creating a combined invoice, there is no contract number in the header because the invoice is connected to several contracts, which means that each contract line is attached to the invoice instead. Therefore, the combined invoice can be accessed from:

  • Tell Me by entering Posted Rental Invoices and then choosing the related link.
  • the Role Center by choosing Posted Documents > Posted Rental Invoices.
  • a Rental Contract, you can open the Posted Sales Invoice Lines page to see:
    • all invoice lines for the selected contract by choosing Document > Posted Invoice Lines action from the Related menu.
    • only invoice lines specific to the selected line by choosing Lines > Related Information > Posted Invoice Lines from the Lines FastTab.

From any list view, select and open the invoice to review.

See Also

Combine Rental Contracts for Invoicing


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