Creating an Invoice Cycle Preference

Access the Invoice Cycle Revisions form.

You create an invoice cycle preference for the customer and container item combination to define when invoices for deposit or rental fees are sent to the customer. For example, one customer might prefer a monthly invoice at the end of the month for all shipments that are made during that month. Another customer might want a daily invoice.

After orders are confirmed for delivery, the orders are processed by the Cycle Billing program. The program accesses the invoice cycle preference and calculates the scheduled invoice date based on the invoice cycle calculation rules and scheduled invoice date ranges. Generally, you set up invoice cycle calculation rules and scheduled invoice date ranges during the install process. At a minimum, you should revise scheduled invoice dates on an annual basis.

You can access the invoice cycle calculation rules from the Work With Invoice Cycle form. You do not have to set up invoice cycle calculation rules each time that you add a preference.

Invoice Cycle

Specify the method of invoicing that is used (for example, daily, weekly, monthly, and so forth).