CORE - Billing

Overall Billing Procedure / Timing
What everyone should be doing right now: 1. Run your ProForma prior to completing the billing to double check the Phase codes/Categories/Prices ...
Tue, Jan 26, 2021 5:34 PM
Billing - Running Proforma Billings
Running Proforma Billing   Note: A couple of days prior to running all billings, you should run the Pro-forma Billings as a way to check/preview y...
Wed, Jun 30, 2021 1:42 PM
Rental Order Contract Billings - Return Billing
CORE - Rental Order Contract Billings - Return Billing Return Billing: If rental order contract is in “returned” status and there are no other open rent...
Tue, Jan 26, 2021 5:52 PM
CORE - Rental Order Contract Billings - Sales Billing
CORE - Rental Order Contract Billings - Sales Billing Sales Billing: These are billing for items that you are selling the project with no expectation ...
Tue, Jan 26, 2021 7:06 PM
Rental Order Contract Billings - Continuation Billing
CORE - Rental Order Contract Billings - Continuation Billing Continuation Billing: The system is set up to use consolidated billing meaning if a single ...
Tue, Jan 5, 2021 3:25 PM
Completing the batch for Integration
Completing the batch for Integration   Notes: If you need your batch to be completed to push integration, please follow these steps   ...
Tue, Jan 26, 2021 7:10 PM
Additional Credits
CORE - Additional Credits Additional: Additional Credits are used when you need to apply a credit to an existing Billing.  A Billing MUST exist in order...
Tue, Jan 5, 2021 3:20 PM
Amend Returned Amount
Amend Returned Amount Note: This process will allow you to make corrections PRIOR to billing (Example: you charged 100.00 for a delivery fee but want to...
Tue, Jan 5, 2021 3:43 PM
Amend Return Date
Amend Returned Date Note:This process will allow you to make corrections PRIOR to billing (Example: you accidentally chose the wrong Off Rent Date and n...
Tue, Jan 5, 2021 3:43 PM
Additional Invoices
Additional Invoices Additional Invoices: Used when you need to add an additional item to an existing Billing. A Contract MUST exist in order to apply a...
Tue, Jan 5, 2021 3:44 PM