Difference between revisions of "How do I produce a security invoice?"

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{{Review}}
 
 
== Summary ==
 
== Summary ==
 
This article explains how to produce a security invoice in the case of damage or loss of the hire item(s).
 
This article explains how to produce a security invoice in the case of damage or loss of the hire item(s).
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* 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}}.
  
{{Information|text=The [[How do I Customise Text on my Booking and Security Invoices?|standard text]] can be configured per hire item type.}}
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{{Information|text=The [[How do I customise text on my booking and security invoices?|standard text]] can be configured per hire item type.}}
  
* You may enter additional text or remove unwanted text.  
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* You may enter additional text or remove unwanted text.
 
** Press {{KeyPress|S-F10}} to insert a line or {{KeyPress|F10}} to delete a line.
 
** Press {{KeyPress|S-F10}} to insert a line or {{KeyPress|F10}} to delete a line.
 
* Click {{Button|Next}}.
 
* Click {{Button|Next}}.
  
The invoice details are summarised on the right of the screen. The amount charged will be the [[How do I Take a Deposit for a Customer Booking?|Security Deposit]] placed at time of hire.  
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The invoice details are summarised on the right of the screen. The amount charged will be the [[How do I take a deposit for a customer booking?|Security Deposit]] placed at time of hire.
  
* Click {{Button|Print}} to produce the invoice.  
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* Click {{Button|Print}} to produce the invoice.
* Check the details are correct. If you require an additional copy click {{Button|Reprint}}.
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* 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.
  
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Click {{Button|Done}} or {{Button|Exit}}.
 
Click {{Button|Done}} or {{Button|Exit}}.
  
Please see [[How do I Take a Payment for a Security Invoice?]].
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Please see [[How do I take a payment for a security invoice?]].
  
 
== See also ==
 
== See also ==
* [[How do I Handle a Customer Booking Enquiry?]]
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* [[How do I deal with a customer booking enquiry?]]
* [[How do I Process a Customer Booking?]]
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* [[How do I process a customer booking?]]
* [[How do I Customise Text on my Booking and Security Invoices?]]
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* [[How do I customise text on my booking and security invoices?]]
* [[How do I Take a Deposit for a Customer Booking?]]
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* [[How do I take a deposit for a customer booking?]]
* [[How do I Print a Hire Agreement Document?]]
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* [[How do I print a hire agreement document?]]
* [[How do I Take a Payment for a Security Invoice?]].
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* [[How do I take a payment for a security invoice?]]
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* [[How do I produce a hire booking invoice?]]
  
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{{KB_Tags|uint, hire, item, type, types, booking, stock, vehicle, hire document, security invoice, booking invoice, invoice, damage, retained deposit}}
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{{How}}{{KB_BH}}
  
{{KB_Tags|Hire, Item, Type, Types, Booking, Stock, Vehicle, Hire Document, Security Invoice, Booking Invoice, Invoice, Security Invoice, Damage, Retained Deposit}}
 
{{KB_BH}}
 
 
{{KB_Ref|BH98}}
 
{{KB_Ref|BH98}}

Latest revision as of 09:19, 24 December 2019

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


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Keywords AND Misspellings
uint, hire, item, type, types, booking, stock, vehicle, hire document, security invoice, booking invoice, invoice, damage, retained deposit
Tags

BH98