MANUALS > Customer Orders > Customer Orders Module > Customer Orders, Update Menu > Rental Order Finalization

Rental Order Finalization

The Rental Order Finalization window is used to generate an invoice that is sent to a customer for a Rental Order. This invoice will include all fees, taxes, and repair costs, if any. Before creating the invoice, the R/N's information can be reviewed.

To invoice the order, search for the R/N in the Rental Order Finalization window.

For information on each of the available search fields above, refer to the Rental Order Finalization Search.

Then select in the record to access the R/N in query mode. For more information on the fields in the R/N windows refer to the Rental Order window.

From the R/N Detail window, users can edit some of the R/N Detail's information in the Cost tab (i.e., fees and Received Invoice Date). Users must then select the Invoice checkbox in the Cost tab then save the window to create the invoice.

Note: When Switch RNINVAUTH is set to Yes, the invoice must be approved in the Customer Invoice Authorization window before being sent to the customer. When set to No, the invoice created from the Rental Order Finalization window can be sent directly to the customer.

Note: When Switch RNBOOKTOMAN is set to Yes, users can link the R/N to a Work Order and Task Card through the Book To option in the Rental Order Out Finalization window. When set to No, the Book To option in the Rental Order Detail, Optional tab is not available through the Rental Order Finalization window.

Rental Order Process