Difference between revisions of "How do I produce a hire booking invoice?"
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* Under the {{DataPrompt|Booking}} section, to the right of your screen, click {{Button|Invoice}}. | * Under the {{DataPrompt|Booking}} section, to the right of your screen, click {{Button|Invoice}}. | ||
* If prompted, enter your {{DataPrompt|Employee Code}} or {{DataPrompt|Password}} and click {{Button|OK}}. | * If prompted, enter your {{DataPrompt|Employee Code}} or {{DataPrompt|Password}} and click {{Button|OK}}. | ||
| − | * The invoice text will display the booking details and the items on hire. | + | * The invoice text will display the booking details and the items on hire. |
{{Information|text=The [[How do I Customise Text on my Booking and Security Invoices?|standard text]] can be configured per hire item type.}} | {{Information|text=The [[How do I Customise Text on my Booking and Security Invoices?|standard text]] can be configured per hire item type.}} | ||
* Click {{Button|Next}}. | * Click {{Button|Next}}. | ||
| − | The invoice details are summarised on the right of the screen. | + | The invoice details are summarised on the right of the screen. |
| − | * Click {{Button|Print}} to produce the invoice. | + | * Click {{Button|Print}} to produce the invoice. |
* Check the details are correct. If you require an additional copy, click {{Button|Reprint}}. | * Check the details are correct. If you require an additional copy, click {{Button|Reprint}}. | ||
* Click {{Button|Accept}} to save the invoice. | * Click {{Button|Accept}} to save the invoice. | ||
| Line 28: | Line 28: | ||
Please see [[How do I Take a Payment for a Hire Invoice?]]. | Please see [[How do I Take a Payment for a Hire Invoice?]]. | ||
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== See also == | == See also == | ||
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* [[How do I Take a Payment for a Hire Invoice?]]. | * [[How do I Take a Payment for a Hire Invoice?]]. | ||
| + | {{KB_Tags|hire, item, type, types, booking, stock, vehicle, hire document, hire invoice, booking invoice, invoice}} | ||
| + | {{KB_BH}} | ||
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{{KB_Ref|BH98}} | {{KB_Ref|BH98}} | ||
Revision as of 12:15, 21 December 2018
Summary
This article explains how to print a Hire Booking Invoice for a customer.
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].
 | Make sure all required hire items are on the booking form before choosing to print the invoice. |
- Under the "Booking" section, to the right of your screen, click [Invoice].
- If prompted, enter your "Employee Code" or "Password" and click [OK].
- The invoice text will display the booking details and the items on hire.
 | The standard text can be configured per hire item type. |
- Click [Next].
The invoice details are summarised on the right of the screen.
- 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 "Booking 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 Hire Invoice?.
See also
- How do I Handle a Customer Booking Enquiry?
- How do I Process a Customer Booking?
- How do I Customise Text on my Booking and Security Invoices?
- How do I Take a Deposit for a Customer Booking?
- How do I Print a Hire Agreement Document?
- How do I Take a Payment for a Hire Invoice?.
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Tags
BH98
