Performing a Partial Billing - Transfer Rental

Updated by Cheryl Wallace

A partial billing cannot be undone or backed out.

  1. Click Transfer Rentals in the left side menu then Partial Billing.
  2. Define which locations will be included in the Partial Billing process.
    1. Select a Billing Location to target a specific stocking point charging for the inventory. Otherwise, leave this blank to include all location.
    2. Select a Renting Location to target a specific stocking point. Otherwise, leave this blank to include all locations.
    To streamline the Partial Billing, leave both fields blank. For larger databases or ends of projects, filter for Billing Location and / or Renting Location.
  3. Select / Enter the End Date and time. This defaults to midnight yesterday local time. Change this value to correspond to your billing cycle.
  4. Click .
  5. Click Yes in the confirmation window to process the number of items or click No to cancel. When the partial billing processing is complete, a summary panel will display the number of items processed and the number of charges. It is possible that there are fewer charges created than items because no charges for $0 are created.
To report on the charges for the billing cycle, run either the Billing Report Invoice / 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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