Easily Create and Manage Your Rent Invoice for Customer Service

Rent invoice for Customer Service

we're at the point now in this tutorial where what we're going to do is we want to invoice one of the items from the history of rentals the items in this uh portal are actually each item for this particular client who has Ben Franklin where he had come in and done a rental and we have one of them here that is pay on delivery and we're going to go ahead and invoice that the way we're going to do that is we're going to click on the billing invoice now this is not the invoice it's the setup for the invoice meaning you can have any number of items in here and you're selecting the one you want to pay on the invoice or it could be a number of them on the invoice you're going to pay for example there were three items here that were invoiced and the the note or status on the invoice is shown here as invoiced let's go ahead and go to the invoice and then that way we can see how it's it's actually paid when you come into the invoice you have two things you're going to do you're going to start a find and you're going to select the client invoice that you want to pay now the invoice that we're looking at here is the one we want to pay which is or have paid it is 426 when it was actually going to be build and we delivered the item to the client and we're now we're going to get paid for that so let's do it we go into find mode and we're going to go over here where it says Ben Franklin who is the guy that we want this for and then we're going to go over and pick 426 number two which is the booking ID for the client and his booking ID shows here at the end of the day we're going to click on that also if you were really wanted to make sure that you had the correct person and so forth you could go up here and pick the person's name right there like Ben Franklin and then that would put an assurance that you had the correct one at this point now what we can do is do the perform find and then it'll populate the fields with the information that we want to in the billing invoice you can see here by clicking on the uh pay or perform find we see the payment that we're going to be collecting for and we can print the invoice now all the information from here over would not be printed only the invoice information would be printed couple of things that I want to point out here now that we've got the invoice set up is that this particular feeld you can put your own company logo in here and the way you do that is by saying insert picture by right clicking on it and you insert your own logo in here then at the very top this information here would be what you'd put in for your business information across the top this can be edited uh in certain instances on certain devices uh it sometimes depending on the browser you're using it may not allow you to do it on the server itself this all could be set up prior to when you actually come uh and have the application installed on the server uh so you could have all that information already installed including the uh the uh logo itself another thing of interest is that if you're on the iPad or iPhone you can actually email this uh invoice if you wanted to say for example you were at the client site and now it's invoiced you can go ahead and invoice or send this to the client and the way you would do that is to go ahead and uh within the iPad for example there is a print feature and what you can do is it when you click on print it gives you the option to create and send a PDF through email and that is covered there is actually a video on the support site that shows you about how to use a product called fmo and fmo is installed on the iPad uh it's a client service application where you can do either local or you can have a server server application that allows you to access and edit on the server if you need more information about that contact me either at my email account or call me at the telephone number and I explain more detail on that we've just completed an invoice and all we had to do now is print it thank you for watching