Roll Forward Invoicing

You may want to adjust the invoicing frequency of a rental when it lasts longer than originally planned. For example, if a customer is renting a piece of equipment at the weekly rental rate for three weeks, then decides to extend the rental for another week, you can credit back the previous three invoices and bill all four weeks together as a month. This is called rolling forward.

See About Roll Forward Invoicing for more information about what has been set up.

Enabling Roll Forward Invoicing

During setup, roll forward invoicing may have been enabled per agreement type. If this is the case, each new agreement and individual agreement line will automatically allow roll forward invoicing.
If roll forward invoicing was not enabled at the agreement type level, you may enable it when you create an agreement or enter an agreement line.

Enabling Roll Forward Invoicing by Agreement

1. Select Transactions > Equipment > Rental Agreement Entry.
2. Select expansion button next to the Invoicing Frequency field to open the Rental Agreement Invoicing Frequency Entry window.
3. Mark the Allow Roll Forward checkbox. The Roll Forward Invoicing Frequency Setup fields appear.
4. Mark the Auto Adjust Rates checkbox if you do not want to credit back the customer if the new rate is cheaper than the old rate.
5. Change any fields, if necessary. Select OK.

Most of the fields on this window fill automatically from setup and will probably not need to be changed.

Enabling Roll Forward Invoicing by Agreement Line

1. Select Transactions > Equipment > Rental > Rental Agreement Entry.
2. Select an agreement.
3. Double-click an agreement line to open the Rental Agreement Line Entry window.
4. Mark the Allow Roll Forward checkbox.
5. Select whether you want to Auto Adjust Rates.
6. Save the line.