Create and add Rate code credit amendment

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You can amend the rate code. For example, change the price from '$10 per day' to '$10 per week'.

This change results in a discounted rate that is credited to the customer.

Steps

  1. Go to Rental order management > Rental invoicing > Project rental credit wizard.

  2. In the Customer/Invoice account field, enter or select a value.

  3. In the Invoice field, enter or select a value.

  4. Click Next.

  5. In the Amendment type field, select an option.

  6. Click Next.

  7. In the list, mark the selected row.

  8. Click Fetch.

  9. In the Rate code field, enter or select a value.

  10. In the Reason code field, enter or select a value.

  11. In the Text field, type a value.

  12. Select Yes in the Recalculate price? field.

  13. Click Add.