Performing a Partial Billing - Transaction Rental
Updated
by
Cheryl Wallace
A partial billing cannot be undone or backed out.
- Click Transaction Rentals in the left side menu then Partial Billing.
- Select the stocking location charging rent on transactions in the Billing Location.
- Set the End Date. This is the end of the billing cycle or can be the end of a job or project. Charges will be calculated up until this time for all outstanding issues.
- If required, set additional parameters to restrict the charges that will be calculated. Special circumstances might require billing only for a specific employer or job or non stocking location.
- Click
. - Click Yes in the confirmation window to proceed or click No to cancel. When the billing is complete, a summary panel will show the number of items processed and charges created.
To report on the charges for the billing cycle, run either the Billing or Charges reports. Ensure you set the End Dates correctly to capture charges applied on the End Date specified for the Partial Billing.
See also:
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