About Partial Billing - Transaction Rental

Updated by Cheryl Wallace

A Partial Billing is the process that calculates the rental charges for outstanding issues based on the Transaction Rate Sheet in use.

This process is run manually at the end of each billing cycle. When complete, a panel is displayed with the summary of the number of 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.

Watch this video for an overview of using the Transaction Rental module, covering the related data, components, and actions and how they fit together transparently on day-to-day transactions, and how to complete a billing cycle.

Fields on this screen include:

Billing Location

Select the location to perform the billing.

End Date

Select the date and time to run the billing to.

Employer

Select an Employer to do partial billing on items issued to employees of the employer, if needed.

Renting Entity

Select an Entity to do a partial billing on the items issued to the selected entity, if needed.

Job

Select a Job to do a partial billing on items charged to the selected job, if needed.

Sub Job

Select a Sub Job to do a partial billing on items charged to the selected job and sub job, if needed.

Cost Code

Select a Cost Code to do a partial billing on items charged to the selected cost code, if needed.

Work Order No

Select a Work Order to do a partial billing on items charged to the selected work order, if needed.

A partial billing cannot be undone or backed out.

See also:

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