Invoicing Logics in TRASER Rental 365

In TRASER Rental 365, you can choose between several invoicing logics.

Differences between the invoicing logics

The invoicing logics in TRASER Rental 365 differ in the following points:

Case	Calculation Type V1	Calculation Type V2	Calculation Type V3
Correction in a contract (e.g. because of price change, early return etc.)	The original line in the invoice plan is canceled. A new invoice/credit memo line on the total amount is created. A new line based on the correction is created.	New! The original line remains in the invoice plan. A correction line on the differential amount is created in the invoice plan. Consequently, there is no canceling of the total amount.	see V2
Rent Breaks	Rent breaks are shown and printed as a rental lines discount in the invoice plan.	New! Rent breaks are shown and printed as separate rent break lines in the invoice plan.	see V2
Manual Invoicing Periods	It is not possible to set up manual invoicing periods. The set up invoice cycle is used.	New! Manual invoicing periods can be created in disregard to the set up invoice cycle. Lines in the invoice plan can be split or merged.	see V2
Delivery Type/Return Type in Invoice Plan	No difference is made between delivery type or return type.	No difference is made between delivery type or return type.	New! The initial stock, deliveries and returns are displayed separately for every period in the invoice plan and rental documents for item rent. Everything else which does not fall under these categories (e.g. transport or insurance costs) is displayed in another register in rent documents.

The desired invoicing logic can either be selected on the TRASER Rental Setup page or directly in the rental contract.

Note

Changing the invoicing logic requires special user permissions.

To select the invoicing logic for TRASER Rental 365 on the TRASER Rental Setup page, please proceed as follows:

Use the quick search (ALT+Q) to find the page TRASER Rental Setup in TRASER DMS 365.
Navigate to the Invoice Settings register.
Select the desired invoicing logic in the Default Invoice Plan Calculation Type field.
Your settings are saved automatically.
The selected invoicing logic is applied to newly created documents.

To select the invoicing logic for TRASER Rental 365 directly in the rental contract, please proceed as follows:

Use the quick search (ALT+Q) to find the page Rental Contracts in TRASER DMS 365
Open the rental contract you would like to edit.
Scroll to the Invoice Details tab.
Select the desired invoicing logic in the Invoice Plan Calculation Type field. You might have to click More Options to view all fields.
The invoicing logic then only applies to the respective contract.

Note

It is not recommended to change the invoicing logic for already active or partially invoiced contracts.

Tip

The active logic for the invoice plan is also shown in the header of the respective invoice plan.