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

Create consolidated invoices

You can create one invoice for multiple orders from a single customer. The included transactions follow the same setup and parameters used in the invoice generation process.


Finance assistant Finance assistant Start Start End End Generate consolidated invoice, set query, printing and posting options Generate consolidated invoice, set query, printing and posting options Create consolidated invoices using specific settings that differ from standard rental order invoices. Set up the query, printing, and posting options before generating the invoice. Procedure 1. Go to Rental order management > Periodic > Rental update > Invoice. 2. Click Select. 3. Click Add. 4. In the list, mark the selected row. 5. In the Table field, enter or select a value. 6. In the Field field, enter or select a value. 7. In the Criteria field, enter or select a value. 8. Click OK. 9. Select Yes in the Posting field. 10. Select Yes in the Print invoice field. 11. In the Calculation date field, enter a date and time. 12. Select Yes in the Include un-invoiced field. 13. Click OK. 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.

Activities

Name Responsible Description

Generate consolidated invoice, set query, printing and posting options

Finance assistant

Create consolidated invoices using specific settings that differ from standard rental order invoices. Set up the query, printing, and posting options before generating the invoice.

Check invoice & VAT totals

Finance assistant

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

Provide feedback