Invoice Processing

After selecting the Create Invoice option in the Post page, the Create Rental Invoices request page opens, filtered on the Rental Contract. A posting date and date filter for the last due date included must be entered. Both fields are filled with the work date by default.

Notă

Ensure that the Posting Date / Work Date are correct before invoicing the rental contract.

You can also process multiple invoices simultaneously (see Create Rental Invoices Batch Job) or combine multiple contracts/rental ledger entries into one invoice (see Combine Rental Contracts for Invoicing or Combine Rental Ledger Entries for Invoicing).

To create the invoice for a rental contract

The invoicing process is the same if the Transfer Posting = Transfer Order or Item Journal.

  1. Open the shipped Rental Contract to be invoiced.

  2. On the Home menu, choose the Post action.

  3. Choose the Create Invoice option and then choose the OK button.

    Notă

    If combined invoices are activated for all customers or in the sell-to/bill-to customer, and there are any address differences, a warning message will open to alert the user but does not prevent the creation of the invoice. This message can be turned off via the Suppress Address Warning on Invoice Creation field in Rental Setup.

  4. In the Posting Date field, enter/update the posting date for the invoice. The work date defaults to this field.

  5. In the Invoice to Date field, enter the date through which the rental should be invoiced.

  6. Choose the OK button to create the invoice and then accept the confirmation message.

To review the rental ledger entries and invoice

  1. On the Lines FastTab, choose Line > Related Information > Rental Ledger Entries. Notice that the:
    • Rental invoice information is shown.
    • Open checkbox is selected because the invoice is still pending.
  2. Close the Rental Ledger Entries page.
  3. On the Related menu, choose Documents > Invoices.
  4. Select the invoice and then open the Rental Invoice page.
    Notice that the rental invoice will be posted to the Rental Account, as specified in the General Posting Setup page.
Notă

If combined invoices were activated for all or select customers, then the invoice is opened by choosing Documents > Invoice Lines > Show Document from the Related menu. For more information, see Combine Rental Contracts for Invoicing.

To post the invoice and review the entries

  1. On the Home menu, choose the Post action and then choose the Yes button to post the invoice.
  2. Choose the Yes button to open the posted invoice or the No button to finish the process without opening the posted invoice.
  3. Go back to the Rental Contract.
  4. On the Lines FastTab, choose Line > Related Information > Rental Ledger Entries.
    Notice that the Open checkbox is cleared because the invoice is posted.
  5. Close the Rental Ledger Entries page.

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