Create batch invoice configuration

Create a batch invoice configuration by selecting key parameters, records to include, and recurrence settings.

For example, select the weekly invoice profile to include all related records.

Steps

1. Go to Rental order management > Rental invoicing > Advanced rental invoice management.

2. Click New.

3. In the Name field, type a value.

4. Select Yes in the Include un-invoiced field.

5. Click Select.

   Note

   Use this query to filter for invoice profiles, order types and status's

6. In the list, find and select the desired record.

7. In the Criteria field, enter or select a value.

8. Click OK.

9. Click Enter recurrence.

10. In the Start date field, enter a date.

11. Click OK.

12. Select Yes in the Invoice check field.

13. Click OK.