Quantify rental billing allows you to specify the rental rates for specific days, independent of invoice cycles. This is useful if you commonly quote your customers a 4 week (28 day), weekly, or bi-weekly rate. These rental days are specified in the rate profile and can vary. You can also customize the column header on your invoice that the customer sees for this rental rate. If, for example, you would like your customer to see “Monthly Rate” instead of “28 Day Rate” (which is the default), simply override this text. Shown below are the controls on the rate profile where you enter these settings.
Shown below is the invoice with the ‘Monthly Rate’.
Description and Copy Checkbox
When the ‘Copy description’ checkbox is checked, invoices will have the description copied when they’re created. This allows your customer to see the math behind the invoice if desired, or you can type a friendly note, such as ‘Thank you for your business’.
Changing Rate Days
If a situation arises in which your customer wants you to change the quoted rate, you can do this by selecting the calculator icon on the rate profiles. This allows you to change the days for the rate profile while keeping the rate (per day) the same.
If you change the rate profile you might want to change the invoice, although it’s not necessary. To do this, highlight the invoices you’d like to change and select the ‘Reset’ item from the ‘Change’ menu.
