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.

Activities

Name

Responsible

Description

Audit trail

Finance manager

The audit trail shows an overview of all invoice runs. Each run generates a separate audit trail entry.

You can track key details, such as scheduled dates, calculation dates, and invoice statuses.

Fields in the audit trail overview:

Field	Description
Scheduled date and time	When the invoice run is executed.
Calculation date	The date the batch invoice run executes.
Invoice check status	Status of the pre-invoice check.
Invoice run batch	The invoice run's batch number.
Invoice run batch status	Status of the invoice run batch.
Invoice check batch status	Status of the pre-invoice check batch.
Invoice check category	The type of check being performed.
Rental order	The rental order number.
Log	Information about the invoice check issue.
Change status	Change invoice check status for multiple lines.

Status indicators:

Green: No errors or all errors are resolved or ignored.
Yellow: Check is pending.
Red: Check contains unresolved errors.

Audit trail clean up

Finance manager

You can clean up audit trail records for selected invoice runs using filters.

If you start from the advanced rental invoicing page, the invoicing run ID is automatically filled in with its filters.

Available filters:

Filter	Description
Calculation date	The batch invoice execution date.
Company	The legal entity (TBD).
Creation date	When the audit trail was created.
Invoice check batch	The batch number of the pre-invoice check.
Invoice run batch	The batch number of the invoice run.
Invoice check done	Status of the invoice check.
Invoicing run ID	The advanced rental invoice batch ID.
Partition	Additional filter (TBD).
Record version	Additional filter (TBD).
Record ID	The unique ID of the invoice run.
Scheduled date and time	When the batch invoice run executes.

Process advanced rental invoicing

Finance manager

Use advanced rental invoicing to configure and automate invoice runs for rental orders. For example, set up a batch job for weekly invoicing based on invoice profiles.

The table below describes the available configuration fields:

Field	Description
Invoice profile range	Select invoice profiles for the batch. Maintain them in the query.
Creation date offset days	Create batch instances ahead of the scheduled date by the specified number of days.
Scheduled date/time	Defines when the first batch instance will run.
Next scheduled date/time	Specifies the next batch instance after the initial run.
Planned calculation date/time	Triggers calculation for the first upcoming batch instance.
Next calculation date/time	Defines when the next batch instance will be calculated.
Planned creation date	Sets the creation date for the first batch instance.
Next creation date	Sets the creation date for the next batch instance.
Use next open day	If enabled, shifts scheduled runs to the next working day.
Calculation date recurrence	Defines how often the calculation date recurs.
Scheduled date recurrence	Defines recurrence for scheduled batch execution.
Query	Specifies which rental orders are invoiced. At least one invoice profile is required.
Invoice check	If enabled, pre-invoice checks are performed before invoicing.
Auto start invoice batch	Starts invoicing automatically. Cannot be used with invoice check.
Invoice check offset days	Defines how many days before the batch the pre-invoice check runs.
Quantity	Specifies the quantity to be invoiced: deliver now, all, picked, and so on.
Check credit limits	Determines the credit control level: None, balance, and combinations.
Include credits	If Yes, credit amounts are included in the invoice.
Include un-invoiced	If Yes, un-invoiced amounts are included in the invoice.
Until calculation point	Forces invoicing up to the calculation point, overriding the invoice profile.

Create batch invoice configuration

Finance manager

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.

Activities

Name

Responsible

Description

Audit trail

Finance manager

The audit trail shows an overview of all invoice runs. Each run generates a separate audit trail entry.

You can track key details, such as scheduled dates, calculation dates, and invoice statuses.

Fields in the audit trail overview:

Field	Description
Scheduled date and time	When the invoice run is executed.
Calculation date	The date the batch invoice run executes.
Invoice check status	Status of the pre-invoice check.
Invoice run batch	The invoice run's batch number.
Invoice run batch status	Status of the invoice run batch.
Invoice check batch status	Status of the pre-invoice check batch.
Invoice check category	The type of check being performed.
Rental order	The rental order number.
Log	Information about the invoice check issue.
Change status	Change invoice check status for multiple lines.

Status indicators:

Green: No errors or all errors are resolved or ignored.
Yellow: Check is pending.
Red: Check contains unresolved errors.

Audit trail clean up

Finance manager

You can clean up audit trail records for selected invoice runs using filters.

If you start from the advanced rental invoicing page, the invoicing run ID is automatically filled in with its filters.

Available filters:

Filter	Description
Calculation date	The batch invoice execution date.
Company	The legal entity (TBD).
Creation date	When the audit trail was created.
Invoice check batch	The batch number of the pre-invoice check.
Invoice run batch	The batch number of the invoice run.
Invoice check done	Status of the invoice check.
Invoicing run ID	The advanced rental invoice batch ID.
Partition	Additional filter (TBD).
Record version	Additional filter (TBD).
Record ID	The unique ID of the invoice run.
Scheduled date and time	When the batch invoice run executes.

Process advanced rental invoicing

Finance manager

Use advanced rental invoicing to configure and automate invoice runs for rental orders. For example, set up a batch job for weekly invoicing based on invoice profiles.

The table below describes the available configuration fields:

Field	Description
Invoice profile range	Select invoice profiles for the batch. Maintain them in the query.
Creation date offset days	Create batch instances ahead of the scheduled date by the specified number of days.
Scheduled date/time	Defines when the first batch instance will run.
Next scheduled date/time	Specifies the next batch instance after the initial run.
Planned calculation date/time	Triggers calculation for the first upcoming batch instance.
Next calculation date/time	Defines when the next batch instance will be calculated.
Planned creation date	Sets the creation date for the first batch instance.
Next creation date	Sets the creation date for the next batch instance.
Use next open day	If enabled, shifts scheduled runs to the next working day.
Calculation date recurrence	Defines how often the calculation date recurs.
Scheduled date recurrence	Defines recurrence for scheduled batch execution.
Query	Specifies which rental orders are invoiced. At least one invoice profile is required.
Invoice check	If enabled, pre-invoice checks are performed before invoicing.
Auto start invoice batch	Starts invoicing automatically. Cannot be used with invoice check.
Invoice check offset days	Defines how many days before the batch the pre-invoice check runs.
Quantity	Specifies the quantity to be invoiced: deliver now, all, picked, and so on.
Check credit limits	Determines the credit control level: None, balance, and combinations.
Include credits	If Yes, credit amounts are included in the invoice.
Include un-invoiced	If Yes, un-invoiced amounts are included in the invoice.
Until calculation point	Forces invoicing up to the calculation point, overriding the invoice profile.

Create batch invoice configuration

Finance manager

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.

Advanced rental invoicing management Activity Flow

Activities

Activities

Advanced rental invoicing management
Activity Flow