You may want to adjust the invoicing frequency of a rental when it lasts longer than originally planned. For example, if a customer is renting a piece of equipment at the weekly rental rate for three weeks, then decides to extend the rental for another week, you can credit back the previous three invoices and bill all four weeks together as a month. This is called rolling forward.
See About roll forward invoicing for more information about what has been set up.
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- Choose Transactions > Equipment > Rental Agreement Entry.
- Choose expansion button next to the Invoicing Frequency field to open the Rental Agreement Invoicing Frequency Entry window.
- Mark the Allow Roll Forward check box. The Roll Forward Invoicing Frequency Setup fields appear.
- Mark the Auto Adjust Rates check box if you do not want to credit back the customer if the new rate is cheaper than the old rate.
- Change any fields, if necessary. Choose OK.
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| Note |
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Most of the fields on this window fill automatically from setup and will probably not need to be changed. |
Enabling roll forward invoicing by agreement LINE
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