Creating a Batch of Invoices Using the Rental Billing Invoice Routine

Use this routine to invoice agreements "outside" the Rental Agreement Entry window.

1. Select Microsoft Dynamics GP > Tools > Routines > Equipment > Rental Invoice Billing.
2. Complete the following fields:
   • Agreement Type ID
     Select an agreement type ID if you want to limit the agreements being invoiced to that type. Leave this blank to invoice all agreement types.
   • Customer ID
     Select a customer ID if you want to limit the agreements being invoiced to that type. Leave this blank to invoice all customers.
   • Invoicing Frequency ID
     Select the invoicing frequency ID.
   • All Branches
     Select a specific branch or all branches.
   • Invoicing Date
     Enter the invoicing date. This date is compared to the next invoice date on the agreement and used to determine which agreements are invoiced.
   • Use Invoicing Date as the Invoice To Date
     Mark this checkbox to use the invoicing date as the next invoice date. If this box is not marked, the system will check to see if the invoicing frequency is set to invoice in advance; if so, it will calculate that date; if not, the Invoicing Date will be used any way.
   • Only invoice off-rental agreement lines
     Mark this checkbox to invoice only agreements that are "off rent".
   • Rental Batch ID
     Enter a Rental Batch ID if necessary.
   • Document Date
     Enter the document date.
   • Posting Date
     Enter the posting date.
   • Tax Date
     Enter the tax date.
3. Select Invoice.