Documentation Index

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Credit customers

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You can create credits using the Rental credit wizard. This tool amends posted invoices to generate accurate credits.

The following amendment types are available:

  • Price: Lower the daily rental price. The difference is credited for all chargeable days, reducing the invoice total.

  • Rental stop: Enter a stop during a previously invoiced period. Stopped days are credited using the daily price.

  • Rate code: Change the rate code. For example, adjust from $10 per day to $10 per week. The discounted amount is credited.

  • Full credit: Credit the full invoice amount. Partial credit and re-invoicing are also possible. You cannot combine full credit with other amendments.

  • Miscellaneous charges: Credit additional charges. Amend charges at order level (for example, freight) or line level (for example, handling fees).

  • Insurance: Credit the insurance amount, either fully or partially. Only the gross insurance value is credited.

  • Manual price components: Not yet specified.

  • Manual credit: Apply a monetary credit for the total invoice amount.

Flow diagram