Storage Lot Invoices

Below are the steps required to create recurring invoices for a new Storage Lot Rental customer.

1) Receive information on new Storage lot rental customer (after their information has been entered on SME at the customer level)

2) Open SME- ‘Receivables’, ‘Recurring’.

3) Click “New” Icon
a. Find customer

4) Under ‘Details and Settings’ tab:
a. Next Invoice Date: 20th of current month
b. Billing frequency: as per customers wishes
c. Service Code: Storage Lot

5) Under ‘Work Requested’ tab:
a. Type: ‘Monthly/Annual Storage Lot’
b. List vehicles/property stored and what spot they are stored in
– Example: “1. 20’ Enclosed trailer – spot 30”
c. Type: ‘For month of:’

6) Under ‘Order Items’ tab:
a. Click ‘Material’ button
b. In search menu find ‘Storage Rental’

7) On ‘Add Items to Order’ window:
a. Insert ‘Storage Rental’ in the description box
b. Ensure the ‘Non-Taxable’ check box IS NOT checked
c. Class: ‘Box Sale’
d. Price: as listed to customer
e. Click ‘Ok’

8) Under ‘Totals’ tab ensure the correct tax has been added and that the invoice total is correct. Ensure the Tax Group/Code reads “Commercial Rents Sales Tax”. Click ‘Save’.

9) Under ‘Actions’ drop down menu select ‘Generate Invoice’.

10) Under ‘Customer History’ tab, select ‘Invoices’ sub-tab, double-click the new invoice.

11) Under ‘Work requested’ tab insert the appropriate month/year after ‘For month/year of:’. Click ‘Save’.

12) Under ‘Print/Email’ drop down menu select ‘Service/Box Invoice (Non-repeating)’. Print the invoice twice.

13) Under ‘Print/Email’ drop down menu select ‘Email Service/Box Invoice (Non-repeating)’.

14) Email the invoice to the customer using the ‘Monthly Storage Lot’ signature template and fill in the appropriate month/year.

Actions – Monthly adjustments to auto-generated invoices

Below are the steps required to adjust auto-generated invoices on a Monthly/Annual basis (by the 20th of each month or appropriate day of each year).

15) Find customer

16) Select ‘Customer History’ tab

17) Select ‘Invoices’ sub-tab

18) Double-click on appropriate invoice

19) Under ‘Work Requested’ tab, in put the appropriate month/year

20) Click ‘Save’

21) Email the invoice to the customer using the ‘Monthly Storage Lot’ signature template and fill in the appropriate month/year.