Difference between revisions of "How do I produce a hire booking invoice?"
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Katy Kitchen (talk | contribs) (Created page with "{{Review}} {{PreRelease}} == Summary == This article explains how to print a Hire Booking Invoice for a customer. == More Information == Go to {{Menu|{{BH}}|Add or Edit Cust...") |
Katy Kitchen (talk | contribs) (→See also) |
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== Summary == | == Summary == | ||
This article explains how to print a Hire Booking Invoice for a customer. | This article explains how to print a Hire Booking Invoice for a customer. | ||
== More Information == | == More Information == | ||
| + | {{Units}} | ||
Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | ||
* Enter a date range to cover the period of the booking or click {{DataPrompt|Search}} to view all current bookings. | * Enter a date range to cover the period of the booking or click {{DataPrompt|Search}} to view all current bookings. | ||
| Line 15: | Line 13: | ||
* 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 | + | {{Information|text=The [[How do I customise text on my booking and security invoices?|standard text]] can be configured per booking 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 30: | Line 28: | ||
Click {{Button|Done}} or {{Button|Exit}}. | Click {{Button|Done}} or {{Button|Exit}}. | ||
| − | Please see [[How do I | + | Please see [[How do I take a payment for a hire invoice?]]. |
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== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I deal with a customer booking enquiry?]] |
| − | * [[How do I | + | * [[How do I process a customer booking?]] |
| − | * [[How do I | + | * [[How do I customise text on my booking and security invoices?]] |
| − | * [[How do I | + | * [[How do I take a deposit for a customer booking?]] |
| − | * [[How do I | + | * [[How do I print a hire agreement document?]] |
| − | * [[How do I | + | * [[How do I take a payment for a hire invoice?]]. |
| + | * [[How do I produce a security invoice?]] | ||
| + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, hire, item, type, types, booking, stock, hire document, hire invoice, booking invoice, invoice}} | ||
| + | {{How}}{{KB_BH}} | ||
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{{KB_Ref|BH98}} | {{KB_Ref|BH98}} | ||
Latest revision as of 09:19, 24 December 2019
Summary
This article explains how to print a Hire Booking Invoice for a customer.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
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 booking 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 deal with 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?.
- How do I produce a security invoice?
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