88 lines
5.0 KiB
HTML
88 lines
5.0 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Long Term Rentals: Monthly Rental Billings</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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font.hcp1 { font-weight:bold; }
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Long Term Rentals: Monthly Rental Billings</p>
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<p class="Help-Text"><a href="custorder_longrental_notes.htm">Tips and Notes</a> <font color="#C0C0C0">|</font> <a href="custorder_longrental_rentout.htm">Rent Out Equipment</a> <font color="#C0C0C0">|</font> <a href="custorder_longrental_returns.htm">Rental Returns</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">Use this procedure to send your rental customers monthly billing statements using your QuickBooks financial software. This example is for piano rentals by the month; adjust for your needs.</p>
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<p class="Help-Text">When you run financial exchange with QuickBooks after renting a piano, the customer (if new) is added to QuickBooks, enabling you to use account charges for future monthly billings. Typically, you would do monthly billings on a set day of the month for all rental customers.</p>
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<p class="Help-Info-Line">To send out monthly rental billings:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Set an account limit for the customer. We suggest this be equal to at least two months additional rental charges.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In Point of Sale, display your sales order list filtered for pianos currently rented out (as explained <a href="custorder_longrental_viewrented.htm">here</a>).</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select a rental sales order and then select <font class="hcp1">S</font><font class="hcp1">ell</font> <font class="hcp1">I</font><font class="hcp1">tems</font> from the I Want To menu.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter a <font class="hcp1">Doc Qty</font> of one for the "Piano Rental Charge" item and select <font class="hcp1">OK</font>. This charges the customer for one additional months rent.</p>
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</li>
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</ol>
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<p class="Help-Indent">As necessary, increment the order quantity on the sales order for the rental charge item, so that some months always remain due. This prevents the sales order from being automatically closed if you "sell" all of the initial months entered.</p>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the sales receipt, take payment by <a href="../qbpos_recording_sales_and_returns/receipt_payment_acctcharge.htm">account charge</a> and save.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Repeat for all your open rental sales orders.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Conduct a financial exchange with QuickBooks.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">The new monthly rental charges are posted to each customers account in your financial software.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Generate customer billing statements from QuickBooks and send to your customers. (Refer to your QuickBooks documentation for directions.)</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">When payment is received from a customer, take <a href="../qbpos_recording_sales_and_returns/receipt_payment_poa.htm">payment on account</a>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the next financial exchange with QuickBooks, the customers account balance will be adjusted to reflect the payment and the new balance will be sent back to Point of Sale.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can also create and mail Customer Invoices from Point of Sale if you prefer, using the <a href="../qbpos_basic_procedures/basic_write_letters.htm">write letters</a> capability. Create your own invoice template using Word and inserting the customer account fields you need.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="../qbpos_end_of_day/endofday02.htm">Run Financial Exchange with QuickBooks</a></p>
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<p class="Help-Text"><a href="../qbpos_customers/cust911.htm">Maintain customer charge accounts</a></p>
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<p class="Help-Text"><a href="custorder_filling.htm">Sell sales order items</a></p>
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<p class="Help-Text"><a href="custorder_longterm_rentals.htm">Long-term rental overview</a></p>
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</body>
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</html>
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