How do I produce a security invoice?

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?.

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Keywords AND Misspellings

uint, hire, item, type, types, booking, stock, vehicle, hire document, security invoice, booking invoice, invoice, damage, retained deposit

Tags

BH98