This session is designed for end-users who will be creating invoices. This session covers rental billing methods, rate profile tools and creating invoices. This session covers the information below.
Agenda |
| Rate Profile Details and Features | - Add, Edit, and Delete
- Create from a Copy
- Change Rental Days
- Rate Adjustments
- Rate Calculators
- Job Costs
- Weight-Based rates
- Pro-Rating items to equal targeted rent
- Replacement Cost
- Consumable inventory
- Recurring Rent
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| Job Site | - Default Rate Profile for Job Site
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| Shipments | - Rent Start Dates
- Rent Stop Dates
- Changing Rate Profiles used by Shipments
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| Invoicing | - Create Invoice (review for common Billing Method)
- Create single Invoice
- Create multiple Invoices
- Create Invoices for single customer
- Edit Invoices
- Invoicing for Sale Transactions
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| Rent Extension Pivot | - Using the Rent Extension Pivot report
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| Reset Billing | - Reset Billing for Job Site
- Recalculating Invoices
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