A long rental is invoiced every period
Who is involved
| Role | What they do |
|---|---|
| System | Asks Accounting for each period's invoice when it falls due. |
| Accountant | Issues each draft invoice. |
| Rental manager | Watches what is invoiced and what is still owed. |
Step by step
- Rental manager
Confirms a month-by-month booking with invoicing set to every period.
What they see:The first period's charge is requested at once and the later periods wait on the booking, each with its due date.
- Accountant
Opens the first draft invoice in Accounting and issues it.
What they see:The invoice covers the first period only.
- System
The scheduled check finds the next period due and asks Accounting for it.
What they see:A new draft invoice appears in Accounting without anyone asking.
- Rental manager
Opens the booking's Money tab.
What they see:Each period shows its own state: invoiced, paid or still to come.
- Accountant
Records the customer's payment for a period.
What they see:That period's charge shows as paid and the booking's balance falls by the amount.
Who is told what
No notice is sent for a periodic invoice; the Money tab and the Money owed filter show the state.