Support Center

Invoicing Customers

Last Updated: Jul 17, 2017 12:09PM CDT
Do you have “account” customers or customers that have agreed terms upon payment?  What about those customers that have long term contracts and you bill them every month?  Now you can make this happen without having to remember to send the customer an invoice each month.  You can also send your customer a one-time invoice once they return their rental items.  Let me show you how to set this up.
You will first want to enable invoicing and set up your invoice terms.  From the Admin Mode, you want to go to Configuration and choose Configure Printing Options.  Check the Enable Invoicing option towards the bottom of the page.  If you want the invoice to say something other than Invoice, you can set this here, too, from the Invoice Title field.  You can set your first invoice number here.  For example, if you want to continue the invoice number from your previous invoicing software, you can enter the next number here. 
Now we want to set up our terms.  Click the under First Invoice Number to add your terms.  You will add the Terms Display Name and the Due in (x) Days.


Be sure to click the check mark next to each field before adding another term.  Once all terms are added, don’t forget to click Save.  
Now that we have invoicing enabled, we want to send a customer one invoice for the total amount due.  From the transaction overview screen within the Workbench from the Counter menu, once the items have been received, you want to choose Invoicing from the right.  You can send an invoice from any status of the transaction once it’s been converted to a reservation.  From invoicing, choose + New Invoice, choose your terms and add any additional comments.  Enter the amount to be invoiced.

If you want to not include any previous payments made, then you want to check this option.  Same for overriding invoice date and auto invoice number.  When all is completed, be sure to click I’m Ready to Create the Invoice button.  

You can click on Invoicing again to see a list of all the invoices that were sent to the customer. 



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