Let's get started!
A Hire Contract Invoice is a billing document issued for rental or hiring services, where one party rents goods or services from you based on a Hire Agreement Contract. It includes details like the rental period, charges, payment terms, and any additional fees, serving as a formal request for payment.
The invoicing process is functional only after all the Hire Contract Details have been filled in.
If you haven't done so already, you can check out our article on how to set up the contract Invoicing Details.
The following access rights are required when producing consolidated job invoices.
The Invoices access right in Service Geeni allows users to create and manage customer invoices.
Modula Access: Hire Contract Invoice.
Getting There
Navigate to Hire Contract Invoice via the Finance menu.
From here, you can see all your current Hire Contracts.
Navigation
Using the Search Criteria, filters, and buttons, you can select the invoice/s you wish to action.
Tick Select All invoices to select all Hire Contract invoices.
In the Hire Option Field, you can select the type via the ellipsis (...).
You can always add more options if needed via the Add button.
Action Tray
The Edit Icon lets you amend the Order Ref and Invoice Date. The invoice date for the current selection will be amended to the date entered; it will use the invoice date as displayed in the Invoice Date column.
You can view the contract with the preview option.
Invoice History
Invoice History is a useful tool to see what has been invoiced for a particular instance of Hire.
Clicking on the Action Tray, lets you:
Change the Order ref.
Change the Date.
Print the invoice.
Attach documents
Once done, click to tick to save the changes.
This is useful to retrospectively update or change the Order Ref on an Invoice that has already been completed, so you can manage them more efficiently.
Enter a date or click on the calendar to pick one.
Once the changes have been made, click the tick to save the changes.
Preview the hire contract Invoice.
This may be a Hire Contract Invoice or Consolidated Hire Contract Invoice, depending on how you invoice each of your customers.
Learn more about Consolidated Hire Contract Invoices:
Generate an Invoice
Now that's completed, you can Generate Invoices for the selected Hire Contracts.
Select the entries to invoice.
Click the Generate Invoice button.
Within the notification, you can see the status of the process.
Queued for invoicing:
Processed:
The Status has changed to Processed.
Congratulations! You have completed the Hire Invoice Process.