Grouping Invoices Using the Rental Invoicing Routine

Use this routine to consolidate invoices from multiple rental agreements, from one customer, into one invoice.

If you are using grouped invoicing, you must limit the Next Invoice Number to 10 characters due to the grouped invoice number utilizing 5 characters. For example, a grouped invoice number would consist of the first 10 characters that you have determined "1234567890" with the addition of "-XXXXX". The X's represent sub-invoicing numbering. For information on how to set up the next invoice number, see Setting up Invoice Types and Setting up Global Rental Parameters.

Invoices are grouped based on the Invoice By option that is set up in Customer Rental Information. (Cards > Sales > Customer > Additional > Rental Information) All invoices for the customer will be grouped based on the selection, however you have the option to exclude an agreement from the grouping function by marking the Separate Invoice checkbox on a specific agreement.

Choose Microsoft Dynamics GP > Tools > Routines > Equipment > Rental Invoice Billing.
Complete the following fields:
- Customer ID
  Choose a customer ID if you want to limit the agreements being invoiced to that type. Leave this blank to invoice all customers.
- All Branches
  Choose a specific branch or all branches.
- Invoicing Date
  Enter the invoicing date. This date is compared to the next invoice date on the agreement and used to determine which agreements are invoiced.
Choose Invoice.