Rental Return - Invoice Summary

Counter Menu -> Rental Return -> Invoice Summary

This screen provides a detailed summary of the charges that are about to be invoiced and can be configured to automatically pop-up on the screen after skipping the product details screen for the "Fast Track" option, or after viewing and accepting the product billing details prior to completing the Rental Return.
 The Display Invoice Summary option can be activated company wide from in the Company Contract Parameters.
 The Fast Track Rental Return feature can then also be activated company wide in the Company Contract Parameters.

Note: This feature does not apply to the FIFO Rental Return and is only available when Standard Taxing is activated in the Company Taxing Parameters.

The items listed on the Invoice Summary include each sales product, rental product, service, damage waiver and the taxes that will be billed on the resulting invoice.
 If the billings from this return are being merged with another invoice per the Rental Return header, then the details from both are included in the Invoice Summary.

The billing information provided includes the item description, product/service/waiver/tax code or number, quantity for sales and rentals, unit price for sales and rentals, meter charges for rentals when applicable, and the extended charge for each detail line, with a Total for the invoice.

A "Yard" field is provided which is associated with Products returned through the Texada Web 'In-Yard-Return' and any product comments, photos, attachments and the damaged flag can be viewed in the window.
 Products flagged on the 'In-Yard-Return' as Damaged are displayed in red.

Some services such as 'rounding' adjustment amounts do not display in this Invoice Summary as they are calculated later.

Note: When this feature is activated the TOTALS button is not available from the Confirmation Screen generated after the products to be returned are accepted.

ACTIONS:
 Additional actions provided by buttons on the Rental Return Invoice Summary screen include:

•Continue with this Rental Return:
 Click the PROCESS R.R. button at the bottom of the screen to continue to close and return these contract details.

•Go Back to the Rental Return:
 Click the RETURN TO DETAILS button at the bottom of the screen to re-access the Rental Return details in the Rental Return screen.

•Convert Details to a Rental Return Worksheet:
 Click the SAVE TO WORKSHEET button at to save these Rental Return details to a Rental Return Worksheet to process at a later time.

•Cancel the Rental Return:
 Click the ABORT R.R. button to exit the Rental Return without processing this contract.

Topic Keyword: RSCD04W (6551)