Bill a single closed rental agreement

This option is only allowed if billing forecasting is active for rentals.

1. At the Lease Rental main menu, select Rental | Rental Agreements. The Work With Rental Agreements display screen appears.
2. Right-click on the closed agreement and select Bill. The Edit Billing Records change screen appears.
3. Change any field values as required.

   Billed Daysis the number of days the unit is being billed for the specified section.

   Billing Rateidentifies the amount that is being charged for the rental. It defaults to the value on the rental agreement. The period the rate is for follows this field.

4. To remove a specific billing record from the run:
   • Right-click on the record and select Deselect. The Yes will be removed from the Selected column.
5. To work with discount days:
   1. Click Discount Days . The Override Contract Chargeable Days display screen appears.
   2. To charge for a day that is not chargeable:
      • Right-click on the date and select Charge. The date will change to Chargeable.
      • If you select Charge on one of the dates that is showing Not Chargeable in both columns and you enter a reason code, when the Override Contract Chargeable Days screen is redisplayed, the scope intent column will still be Not Chargeable and the contract column will be chargeable.
   3. To remove the charge for a day that is chargeable:
      1. Right-click on the date and select Don't Charge. The Select Discount Reason screen appears.
      2. Select a reason. The Edit Comments change screen appears.
      3. Enter an explanation for the discount. The date will change to Not Chargeable.
         • If you select Don't Charge on a date that is showing as Chargeable in both columns and enter a reason code, when the Override Contract Chargeable Days screen is redisplayed, the scope intent column will still be Chargeable and the contract column will be Not Chargeable.
         • The message "Contract does not allow additional days to be discounted" appears in red if contract rule 67 = N.
6. To post charges for this rental:
   1. Click Post . The Post Billing screen appears.
   2. If necessary, change the Invoice Date.
   3. Click Enter .
      • Charges will be posted to the appropriate general ledger accounts.
      • An invoice will be processed for the rental.
      • The system will check the invoice date against the current open period in AR, using the dates set up in the period calendar.
      • Where appropriate, there will be a warning message to say that the invoice date will result in the invoice being posted to a future period, not the current open AR period.
      • The Invoice Print Overrides screen may appear; click Enter or Exit as appropriate.
      • You return to the Work With Rental Agreements display screen where the message "Contract Posting Completed" appears at the bottom.

Back to Billing