Rental Bill Configuration - Revision history

Jgullickson: /* Marketing Message */

2020-02-14T12:30:14Z

Marketing Message

Jwolbert at 03:57, 21 June 2016

2016-06-21T03:57:47Z

Lsilverman at 18:06, 6 February 2014

2014-02-06T18:06:41Z

Lsilverman: capitalization

2013-10-08T08:08:33Z

capitalization

Lsilverman: formatting

2013-10-08T08:07:16Z

formatting

Lsilverman: Adding heading tags where they were forgotten.

2013-10-08T08:04:39Z

Adding heading tags where they were forgotten.

Jwolbert at 15:17, 3 July 2012

2012-07-03T15:17:41Z

Jwolbert: moved Rental Bill Confifugration to Rental Bill Configuration: Misspelled "Configuration"

2012-07-03T15:15:35Z

moved Rental Bill Confifugration to Rental Bill Configuration: Misspelled "Configuration"

Jwolbert at 15:13, 3 July 2012

2012-07-03T15:13:28Z

Jwolbert at 15:08, 3 July 2012

2012-07-03T15:08:52Z

@@ Line 69: / Line 69: @@
 Note: This is also an optional field on the rental bill.
 The remaining options are not configurations that require decisions, but are rather for general information:
-===Marketing Message===
+===Marketing Message / Rental Bill Messages===
 The Marketing Message section allows for a marketing message to be displayed on all rental invoices during printing.  This message can be changed from the website as often as needed.
 ===Lease Summary===
 The Lease Summary section is shown whenever there is a renewing lease for a customer.  New leases are billed through order entry and renewing leases are billed through TrackAbout.

← Older revision		Revision as of 03:57, 21 June 2016
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−		+	{{TrackAbout Feature
		+	\|Parent Module=Rental
		+	\|Feature Description=Customize the rental invoice generated through TrackAbout for your rental customers.
		+	}}
	[[Rental\|<< Back to Rental Module]]		[[Rental\|<< Back to Rental Module]]

← Older revision		Revision as of 18:06, 6 February 2014
Line 82:		Line 82:
	Note: The barcode on the left of the tear off is the invoice		Note: The barcode on the left of the tear off is the invoice
	number.		number.
		+	[[Category:Rental]]

@@ Line 75: / Line 75: @@
 ===Miscellaneous Summary===
 The Miscellaneous Summary section is not used today, but was designed in the integration with SourceCorp should it be needed for any items on the rental bills.
-===Include Remittance Tear Off On First Page===
+===Include Remittance Tear Off on First Page===
 The Include Remittance section of the invoice is shown at the bottom of the first page of the invoice below a perforation. The end customer can tear off this section of the bill and return it with the payment.

@@ Line 41: / Line 41: @@
 ===Rental Summary Detail===
 The Rental Summary section of rental bills can be displayed by rental class or by asset type. In the TrackAbout rental module all rental is calculated by asset type. The asset type is roughly equivalent to the part number. Each asset type is in one rental class. The display of the rental bills can be by asset type or can be rolled up by rental class.
-If a customer has leases, ownerships or special rates setup by asset type then the display will break out a separate line for each of these rows by asset type even if the general setting is to rollup by rental class.
+If a customer has leases, ownerships or special rates set up by asset type then the display will break out a separate line for each of these rows by asset type even if the general setting is to roll up by rental class.
-Basically, if the choice is to rollup by rental class then TrackAbout will try to display by rental class.  If the asset types in that rental class have different rates, leases or ownership quantities then the separate asset types will be shown.
+Basically, if the choice is to roll up by rental class, then TrackAbout will try to display by rental class.  If the asset types in that rental class have different rates, leases or ownership quantities then the separate asset types will be shown.
-Owned Column in Summary: This column is only shown when a customer has at least
-one owned asset.  The idea is that there is no reason to
+====Owned Column in Summary====
-advertise to customers that they can buy their cylinders
+This column is only shown when a customer has at least
-and stop paying rental on them.
+one owned asset.  The idea is that there is no reason to advertise to customers that they can buy their cylinders and stop paying rental on them.
 ===Transactions===
 In addition to a summary that shows the total quantity shipped and returned, TrackAbout can also show more detail on the transactions or deliveries throughout the rental period.

@@ Line 22: / Line 22: @@
 Payment Terms describe how long a customer has to pay for an invoice.  For instance, a common value for payment terms is "Net 30".  This indicates that a customer has 30 days to pay the net balance of the invoice.
 TrackAbout will use the payment terms imported from the existing accounting system for the rental invoice.  If no payment terms were specified during the import, TrackAbout will use the default payment term specified by the client.
-Multiple Delivery Channels
+===Multiple Delivery Channels===
 TrackAbout offers multiple delivery channels for rental invoices.  These channels include:
 * Mail - All rental invoices will be mailed directly from SourceCorp.
@@ Line 29: / Line 29: @@
 * Email -currently not available
 Please contact TrackAbout to request customized rental invoice delivery.
-−
 ===Rental Bill Formatting Options===
 Rental bills are currently printed with the same basic settings for all customers.  TrackAbout plans to build enhancements moving forward which will allow for customer specific settings.  Feel free to contact TrackAbout regarding any configuration settings on a customer-by-customer basis.

← Older revision		Revision as of 15:17, 3 July 2012
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−	~~{{DISPLAYTITLE:Rental Bill Configuration}}~~

	[[Rental\|<< Back to Rental Module]]		[[Rental\|<< Back to Rental Module]]

← Older revision		Revision as of 15:13, 3 July 2012
Line 1:		Line 1:
		+	{{DISPLAYTITLE:Rental Bill Configuration}}
		+
	[[Rental\|<< Back to Rental Module]]		[[Rental\|<< Back to Rental Module]]

← Older revision		Revision as of 15:08, 3 July 2012
Line 1:		Line 1:
		+	[[Rental\|<< Back to Rental Module]]

	===Asset Type Descriptions===		===Asset Type Descriptions===