1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Finance
  5. Accounts receivable

Invoice customers from rental orders

You can invoice rental orders manually or automatically using advanced rental invoicing management. This process supports both approaches.

You can run invoices periodically. For example, monthly, weekly, or daily. Advanced invoice management centralizes control, checks, and issue resolution.

Rental order (line):

  • Invoice profile: Defines when to invoice and the period covered. Examples: monthly, weekly, or 30-day intervals.
  • Rate code: Defines the pricing period for the rental item. For example, daily, weekly, or monthly.

Posting invoice page:

  • Calculation date: Defines the end date for invoiced charges. Charges apply to all full periods up to this date.
  • Include un-invoiced: Adds or excludes open invoice transactions.
  • Include credits: Adds or excludes open credit transactions.


Accounts receivable clerk Accounts receivable clerk Finance manager Finance manager Start Start Generate invoice, set posting & printing options Generate invoice, set posting & printing options Set up the posting and printing options to ensure that the invoice is posted, printed, and calculated correctly. Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, click the link in the selected row. 3. On the Action Pane, click Invoice. 4. Click Invoice. 5. Select Yes in the Posting field. 6. In the Calculation date field, enter a date and time. 7. Select No in the Until calculation point field. 8. Select Yes in the Include un-invoiced field. 9. Select No in the Include credits field. Check invoice & VAT totals Check invoice & VAT totals Check the total invoice amount and the applicable value-added tax before you finalize the invoice. Procedure 1. Click Totals. 2. Click OK. 3. Click Sales tax. 4. Click OK. 5. Click OK. 6. Click OK. End End Advanced rental invoicing management

Advanced rental invoicing management

Use the advanced rental invoicing management page in Rental Management to manage rental invoice runs with different invoice profiles. For example, monthly, daily, or hourly.

This page gives you a centralized overview of all rental invoice runs that have a setup. You can monitor the invoicing process, check results, and resolve issues efficiently.

 Is advanced rental invoice management being used? Is advanced rental invoice management being used? No Yes

Activities

Name Responsible Description

Generate invoice, set posting & printing options

Accounts receivable clerk

Set up the posting and printing options to ensure that the invoice is posted, printed, and calculated correctly.

Check invoice & VAT totals

Accounts receivable clerk

Check the total invoice amount and the applicable value-added tax before you finalize the invoice.

Advanced rental invoicing management

Finance manager

Use the advanced rental invoicing management page in Rental Management to manage rental invoice runs with different invoice profiles. For example, monthly, daily, or hourly.

This page gives you a centralized overview of all rental invoice runs that have a setup. You can monitor the invoicing process, check results, and resolve issues efficiently.

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