How to Process Cycle Billing for Reoccurring Invoices (GM/Rental)

1. Navigate to General > WIP

2. Select Branch and Department to view open documents for. Note: the Cycle Billing feature is only available for departments set to an invoice type of Equipment Rental (GM/Rental).

3. Click "Search"

4. Select document(s) to invoice from the list returned.

5. Click "Invoice"

6. Click "Yes"

7. Once invoiced, a new document will be opened for contracts with remaining billing periods.

Note: Documents highlighted in red indicate the customer is over their credit limit; these documents will not be invoiced. Documents highlighted in yellow indicate the last invoice for the contract period; no reoccurring document will be opened.