Billing parameters unique to this customer can be defined as follows:
Note: If ALL your firm's customers are not to be charged over the weekend, do not use this option for each individual customer. Instead the Calendar and Rate Structure should be altered to reflect this. Contact Texada Support for assistance if this situation applies.
To setup this specific customer for special weekend charging select one of the following from the drop-down list:
If an item is returned on the weekend, the no charge weekend
does not apply because it is considered a weekend rental.
It has to be returned on a weekday and the rental period needs to
be less than 7 days in order for the no charge weekend rental to
apply to the first weekend.
If the no charge weekend rental is to apply to the last weekend, and the billing period ends in a partial week, then the last weekend days would be free.
If a Rental Class is flagged to 'Always Bill Daily Rate' the No Charge Weekend setting does not apply.
Rental charges calculated on any entry document such as a Contract, Worksheet, Reservation or Quote, respect and include the customer's free weekend processing in the rental calculation.
Note: If a new Cash Customer is added on-the-fly on a rental document, then the "No Charge Weekend" flag for the new customer defaults from the Customer # To Clone defined for the division in the Division Contract Parameters.
Some firms in specialized rental businesses, such trailer
rentals, furniture rentals, and storage space rentals, must issue
their interim invoices once each calendar month.
Select Monthly Cycle if long term contracts for this
customer should be cycle billed once each calendar month.
The cycle billing day codes on the contracts for this customer
default from the day of the month. This method generates 12 monthly
billings a year, as outlined in The Monthly
Billing Cycle.
Select System Default if the Monthly or 28 Day cycle billing option should be determined by the Product Class instead of the customer, and the cycle billing day codes for contracts should default from the calendar.
Note: If the Respect Customer Cycle Bill Interval feature has not been activated in the Company Billing Parameters, then the billing interval defaults from the flag set in Rental Product Class.
Refer to Default Billing Method in the Calendar to setup the billing day codes correctly for 28 Days and/or Monthly billing periods.
Alternatively, enter the number of days to trigger early cycle
billing for this customer's contracts.
e.g. Type 21 if contracts for this customer's should be billed at 3
weeks (21 days) in each billing cycle for the full period, instead
of waiting until the 4th week. (i.e. always bill one week
early)
The cycle billing day assigned to the contract would correspond to
21 days from the DATE OUT so that after 3 weeks, the charge
for the full period would be billed. By having the invoice issued a
week early, your cash flow should improve.
This can be activated from the Company
Billing Parameters for the entire company or only for specific
customers.
The three options include:
Check this box if the maximum rental caps should apply for this
customer.
Sites for the customer will also respect the rental caps unless
specifically set to NO in the Additional Info window of
Customer Site Information.
Uncheck this box if rental capping does NOT apply to this
customer.
The Rental Cap field in all sites for this customer will be
disabled.
Note: Prorating does not apply to equipment out for less
than one day.
It applies to time out past a day, and also partial days past the
weekly or past the monthly period.
Select one of the following prorate options for this customer:
Select Disable to never use the any prorating for this customer. This deactivates both standard Product Class and Customer alternate prorating.
Select Enable to always use the alternate prorating for this customer, over-riding any Product Class prorating.
Select Prompt User to prompt the operator in the counter documents whether to apply the Alternate prorating, or to use the Standard Product Class prorating, as outlined in Document Alternate Prorating.
Note: The Alternate prorating to be used on a document can also be respected by site, as controlled by the flag in the Customer Site Information.
Until the invoice is approved, no prices or rates print on the
invoice and a comment triggered by the Approval Code can be
printed.
The final invoice is printed after it is release during the Daily
Close posting.
Enter an approval code or select it from the drop-down list as setup in the Daily Close 1 Approval Codes table.
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