How do I produce a hire booking invoice?

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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


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Keywords AND Misspellings
unit, hire, item, type, types, booking, stock, hire document, hire invoice, booking invoice, invoice
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