The tunable divisional Invoice Parameters can be accessed from
the window in the Division Parameters.
These parameters impact Miscellaneous
Invoices and some of the other invoicing options according to
division definitions and defaults, including:
Check this box to print the second detail line on invoices,
reservations, and quotations.
This information includes: Non-Bulk Rental Product Serial#, Due
Date/Time Out and Billed Thru.
The Rental Period in Hours, Days or Weeks and also the Standard
Charge for that Period (i.e. Weekly 100.00, or 4-Weeks $300.00)
also prints on the Jasper document.
Refer to Rental Period on Document
for information on how the rental period is determined.
Note: A separate parameter in the Divisional Contract Parameters controls printing detail line 2 on contracts.
Note: A separate parameter in the Divisional Contract Parameters controls printing the Rental Period on Contracts, Reservations and Rental Quotes.
Note: The meter reading always prints on an invoice for rental equipment belonging to a Product Class that uses the O/T Meter Charge Method by SHIFT, regardless of this flag.
Check this box to print rental rates on the invoice.
Rates will only print if the rental product is flagged to print in
the rate book.
The rates that print are the first 5 rates flagged to print as
outlined in the Company Default Rates.
The rate information for rental products on invoices that
originate from a source contract reflects the rates defined on the
contract even if that contract has been deleted.
The rate information for rental products that is printed on posted
Miscellaneous Invoices that are re-printed from History in Print Invoices reflects the rates that are
captured at the time the invoice is posted in the Daily Close 2: Generate Postings.
This means that if rates are changed any unposted Miscellaneous
Invoices in Current status for these products will not print the
correct rates as of the time of the rental, instead they will print
the updated rates as of the time of posting the invoice.
Note: Prices, rates, and totals, never print on the invoice or return slip for customers flagged to require approval before posting, until they have been approved and released from Hold as controlled by the defined by Daily Close 1 Approval Codes.
Uncheck this box to skip printing outstanding products on invoices.
Note: If your firm uses the Alternate Language feature as activated in the Company Miscellaneous Parameters, then the comments for the Marketing Code should include text for both languages, as the same code will always be printed.
Check this box to provide the option to Print a
Return/Packing Slip after a Miscellaneous
Invoices is printed as outlined in Print
Return/Packing Slip.
This parameter also activates the option to Print a
Return/Packing Slip at Rental Return
if the invoice is NOT printed.
Note: Prices, rates, and totals, never print on the invoice or return slip for customers flagged to require approval before posting, until they have been approved and released from Hold as controlled by the defined by Daily Close 1 Approval Codes.
The invoices can be directed to different printers according to
the invoice division, as defined in Daily
Close Printers.
This allows specific invoice letterhead to be used for the various
divisions. If no printer is assigned to a division the current
Client printer selection is applied.
Enter or select one of the following print selections from the drop-down list:
Note: To minimize the customer receiving duplicate copies of an
Invoice, the printing and emailing of invoices executed from
Daily Close 2 only prints/emails invoices
that pass DC2 successfully and are written to history.
Invoices that do not pass Daily Close 2
because of outstanding errors that need to be addressed such as
Cost errors, are not printed or emailed.
Note: When invoices are setup to print in Daily Close 2 and the Use Contact Document
Emailing feature is activated in the Company
Email Configuration, and your firm uses Jasper documents,
invoices will automatically be emailed to the corresponding
eligible contacts for customer/site setup in the Contact Information, instead of printing.
Invoices that were not emailed will still print.
When the invoices are emailed or printed a Document Reprint Log is generated listing the
documents with recipients.
Uncheck this box to enter information in all data fields when creating a new invoice.
A further flag can be set in the Company
Security Parameters to require the clerk's password for
validation.
Three attempts to enter the correct password are allowed before the
operator is refused access.
Uncheck this box to default the Clerk code in Point Of Sale Invoices to the operator currently signed in.
Enter or select one of the following actions for product detail notes:
Later, the 'Return Slips' are entered into the software using
Rental Return and an invoice is issued for
the items indicated on the 'Return Slip'.
The printed document includes the Contract #, the Return Slip #,
and the Invoice # to help the customer reconcile his paperwork.
Note: Any changes made to the Invoice Parameters will not be applied until the Division Parameters are accepted.
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