The example below illustrates the case of a 3-day short-term rental contract for which we wish to invoice our customer for 2 days, and internal transfer for 1 day.
Example : LCD contract for 3 days (14 to the 02/16/2022)
- Invoice the first 2 days to the customer
- Invoice the last day in internal transfer
1- Contract creation
Via the Contract module click on Create a contract :
Complete your contract then click on Save :
2- Tariff lines setting
Add a second tariff line in your contract : the contract will therefore dispose of a line for customer invoicing and a line for internal transfer invoicing.
Your contract contains now 2 tariff lines that are necessary to set :
- Click on the line 1 to set the tariff relating to the customer invoice :
Modify the following information in order to suit the need :
Start date : Date to be invoiced to the customer (14 and 02/15/2022)
Initial duration : Contract duration to be billed to the customer (2 days)
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Click on the line 2 to set the tariff relating to the internal transfer invoice :
Modify the following information in order to suit the need :
Start date : Date to be invoiced in internal transfer (02/16/2022)
Initial delay : Contract duration to be invoiced to the customer (1 day)
Transfer position : Select the concerned transfer position (34 - Workshop warranty)
Manage the contract as usual :
- Assign a material : https://support.blgcloud.fr/fr/articles/3928276-how-do-I-assign-a-material-on-a-contract-from-blgcloud
- Exit Order : Click on Exit Order
Complete the removal form and click on Delivered :
-
Entry Order : when the equipment is returned, create a entry form by clicking on Entry order :
Complete the entry form then click on Delivered :
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Fill in the end-of-contract information and click on Save :
3. Invoicing
In this folder, two invoices will be issued : a customer invoice & an internal transfer invoice.
3.1 Customer invoice
Click on View global schedule :
Select the first line and click on Create invoice :
Complete the billing information and click on Save :
The Draft invoice will be available via the Invoice / Customer invoice / Drafts module
After checking you will be able to finalize it by clicking on Validate.
3.2 Internal transfer invoice
Click on View global schedule :
Select the line to be invoiced :
Complete the billing information then click on Save :
The Draft invoice will be available via the Invoice / Internal transfer / Drafts module
After checking you will be able to finalize it by clicking on Validate.
Your folder is Finished and Invoiced !