Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You may want to adjust the invoicing frequency of a rental that lasts longer than expected. For example, if a customer has been renting a piece of equipment at the weekly rental rate for three weeks, then decides to extend the rental for another week, you may want to rolldown the weekly rate to a monthly rate, crediting back the previous three invoices and re-invoicing all four weeks together as a month. This is called rolling forward. You may have already enabled roll forward invoicing when you set up agreement types.

Table of Contents

...

Anchor

...

about-roll-forward-invoicing
about-roll-forward-invoicing
About roll forward invoicing

You can choose to roll forward on a temporary basis, meaning that after you roll forward once, the next invoice can resume to the weekly billing frequency. Or, if it appears that the rental period will be much longer than anticipated, you can continue using the new rate for all future invoices.

...