Missing RFI:
Before starting the billing process, we recommend checking "Missing RFI" under "Other" (top right side). By clicking the link, you get an overview of orders that have lines missing RFI so you can verify them per order.
You have the option to hide the lines that are correct to clean up the list.
By clicking "show hidden lines," you get an overview of lines you have hidden.
The overview of Missing RFI can also be found under "Overview > Follow-up > Order-Invoice Follow-up."
Here you will find various queries designed to help you catch the following:
- Orders that are not completed where all rental products have been returned or inspected
- Closing orders that have order lines with RFIand 0 in quantity
- Orders with order lines that have RFI and 0 in list price
- Unreturned accessories
- Unfinished orders that can be closed
We recommend checking this overview regularly.
There is also the option to hide what is correct (done intentionally).
Canceled Orders
Review the canceled orders before billing. Have any been returned and can be invoiced?
Invoice Period
Set the invoice period far back in time to capture earlier periods that have not been invoiced.
For more information: Article Periodic Billing under the chapter "Period"