How do I produce a security invoice?

From Catalyst
Jump to: navigation, search

Summary

This article explains how to produce a security invoice in the case of damage or loss of the hire item(s).

More Information

Go to " Booking and Hire Add or Edit Customer Bookings".

  • Enter a date range to cover the period of the booking or click "Search" to view all current bookings.
    • You may click [Advanced] to search for bookings for a specific customer, hire item or status.
  • Select the booking and click [Edit].
  • Under the "Security" section, to the right of your screen, click [Invoice].
  • If prompted, enter your "Employee Code" or "Password" and click [OK].
The standard text can be configured per hire item type.
  • You may enter additional text or remove unwanted text.
    • Press <Shift+F10> to insert a line or <F10> to delete a line.
  • Click [Next].

The invoice details are summarised on the right of the screen. The amount charged will be the Security Deposit placed at time of hire.

  • Click [Print] to produce the invoice.
  • Check the details are correct. If you require an additional copy, click [Reprint].
  • Click [Accept] to save the invoice.

You will be returned to the customer booking.

  • The "Security document" details, in the middle of the screen, will display the "Invoice No".

Click [Done] or [Exit].

Please see How do I take a payment for a security invoice?.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
uint, hire, item, type, types, booking, stock, vehicle, hire document, security invoice, booking invoice, invoice, damage, retained deposit
Tags

BH98