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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.
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.
Select Set Invoice Date.
The invoice date for the current selection will be amended to the date entered; they will use the invoice date as displayed in the Invoice Date column.
Invoice History
Invoice History is a useful tool to see what has been invoiced for a particular instance of Hire.
Via the Action Tray, you can:
Change the Order ref.
Change the Date.
Print the invoice.
Attach documents
From the Action tray, click edit to add or change the Order ref.
Once done, click to tick to save the order ref to the record.
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.
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.