Difference between revisions of "How do I produce a security invoice?"
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== Summary == | == Summary == | ||
This article explains how to produce a security invoice in the case of damage or loss of the hire item(s). | This article explains how to produce a security invoice in the case of damage or loss of the hire item(s). | ||
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* If prompted, enter your {{DataPrompt|Employee Code}} or {{DataPrompt|Password}} and click {{Button|OK}}. | * If prompted, enter your {{DataPrompt|Employee Code}} or {{DataPrompt|Password}} and click {{Button|OK}}. | ||
| − | {{Information|text=The [[How do I | + | {{Information|text=The [[How do I customise text on my booking and security invoices?|standard text]] can be configured per hire item type.}} |
| − | * You may enter additional text or remove unwanted text. | + | * You may enter additional text or remove unwanted text. |
** Press {{KeyPress|S-F10}} to insert a line or {{KeyPress|F10}} to delete a line. | ** Press {{KeyPress|S-F10}} to insert a line or {{KeyPress|F10}} to delete a line. | ||
* Click {{Button|Next}}. | * Click {{Button|Next}}. | ||
| − | The invoice details are summarised on the right of the screen. The amount charged will be the [[How do I | + | The invoice details are summarised on the right of the screen. The amount charged will be the [[How do I take a deposit for a customer booking?|Security Deposit]] placed at time of hire. |
| − | * Click {{Button|Print}} to produce the invoice. | + | * Click {{Button|Print}} to produce the invoice. |
| − | * Check the details are correct. If you require an additional copy click {{Button|Reprint}}. | + | * Check the details are correct. If you require an additional copy, click {{Button|Reprint}}. |
* Click {{Button|Accept}} to save the invoice. | * Click {{Button|Accept}} to save the invoice. | ||
| Line 28: | Line 27: | ||
Click {{Button|Done}} or {{Button|Exit}}. | Click {{Button|Done}} or {{Button|Exit}}. | ||
| − | Please see [[How do I | + | Please see [[How do I take a payment for a security invoice?]]. |
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I deal with a customer booking enquiry?]] |
| − | * [[How do I | + | * [[How do I process a customer booking?]] |
| − | * [[How do I | + | * [[How do I customise text on my booking and security invoices?]] |
| − | * [[How do I | + | * [[How do I take a deposit for a customer booking?]] |
| − | * [[How do I | + | * [[How do I print a hire agreement document?]] |
| − | * [[How do I | + | * [[How do I take a payment for a security invoice?]] |
| + | * [[How do I produce a hire booking invoice?]] | ||
| + | {{KB_Tags|uint, hire, item, type, types, booking, stock, vehicle, hire document, security invoice, booking invoice, invoice, damage, retained deposit}} | ||
| + | {{How}}{{KB_BH}} | ||
| − | |||
| − | |||
{{KB_Ref|BH98}} | {{KB_Ref|BH98}} | ||
Latest revision as of 09:19, 24 December 2019
Summary
This article explains how to produce a security invoice in the case of damage or loss of the hire item(s).
More Information
Go to " Booking and Hire Add or Edit Customer Bookings".
- Enter a date range to cover the period of the booking or click "Search" to view all current bookings.
- You may click [Advanced] to search for bookings for a specific customer, hire item or status.
- Select the booking and click [Edit].
- Under the "Security" section, to the right of your screen, click [Invoice].
- If prompted, enter your "Employee Code" or "Password" and click [OK].
 | The standard text can be configured per hire item type. |
- You may enter additional text or remove unwanted text.
- Press <Shift+F10> to insert a line or <F10> to delete a line.
- Click [Next].
The invoice details are summarised on the right of the screen. The amount charged will be the Security Deposit placed at time of hire.
- Click [Print] to produce the invoice.
- Check the details are correct. If you require an additional copy, click [Reprint].
- Click [Accept] to save the invoice.
You will be returned to the customer booking.
- The "Security document" details, in the middle of the screen, will display the "Invoice No".
Click [Done] or [Exit].
Please see How do I take a payment for a security invoice?.
See also
- How do I deal with a customer booking enquiry?
- How do I process a customer booking?
- How do I customise text on my booking and security invoices?
- How do I take a deposit for a customer booking?
- How do I print a hire agreement document?
- How do I take a payment for a security invoice?
- How do I produce a hire booking invoice?
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Tags
BH98
