Create Rental Invoices via Job Queue

As an alternative to manually creating invoices for multiple Rental Contracts, you can use the Job Queue to create recurring invoices for multiple shipped Rental Contracts in specific invoice periods.

The Posting Date Formula and Invoice to Date Formula fields in the Create Rental Invoices batch job assigned to the Job Queue determine which dates will be used on a recurring basis. When the job queue runs, the relevant fields on the invoices are populated with information from the Rental Contract within the specified invoice periods.

To set up recurring invoices with the Job Queue

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Job Queue Entries, and then choose the related link.
  2. Choose New.
  3. Leave the Object Type to Run field set to Report.
  4. In the Object ID to Run field, enter 5072650, to assign the "Create Rental Invoices - Rental" report.
  5. Update the Description as needed.
  6. In the Earliest Start Date/Time field, enter the date/time for which the job queue will start running.
  7. On the Job Queue menu, choose Report Request Page.
    The Create Rental Invoices batch job opens.
  8. Turn off the Show Error when nothing to Post toggle.
  9. In the Posting Date Formula field, enter the formula to calculate the Posting Date based on the work date (e.g., 1M for the work date plus one month).
  10. In the Invoice to Date Formula field, enter the formula to calculate the Invoice to Date based on the work date (e.g., 1M for the work date plus one month).
  11. Choose the OK button to close the batch job.
  12. In the Recurrence FastTab, set your recurring invoicing parameters. Hover over a field to read a short description.
  13. On the Home menu, choose Set Status to Ready.

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