Manual Rollover (Hire Extensions)
This document provides a comprehensive guide on how to manage ongoing hires through the manual rollover of invoices in HirePOS. This feature allows users to efficiently transition from one invoice to another, ensuring seamless billing and continuity of service.
Understanding Manual Invoice Rollover
When managing ongoing hires, you have the option to manually rollover invoices. This feature effectively closes off the currently "On Hire" invoice by populating the "Hired To" date and time, and duplicates it to create a new "On Hire" invoice that continues from where the previous invoice concluded. Manual rollovers are particularly useful for billing in advance, such as for one week, two weeks, or four weeks. In cases where customers wish to extend the hire rather than return the equipment, the invoice can be rolled over to a new invoice, thereby extending the hire period.
Bulk End of Month Rollover
For businesses that need to manage a large volume of ongoing hires, the bulk "End Of Month Rollover" feature is more suitable. This option allows for the rolling over of multiple "On Hire" invoices after the end of the month for billing in arrears. See the help guide for more info.
Steps to Manually Rollover an Invoice
The Rollover Invoice function in HirePOS enables you to close off the original invoice and link it to the duplicated invoice, similar to an End of Month rollover. Follow these steps to rollover an invoice:
Select RollOver Invoice from the Options Menu on the invoice you wish to rollover.
Use the "Move hire dates forward" option to choose the period to extend the hire for.
Toggle any options to copy Comments and Customer PO.
Click the RollOver button located at the bottom-right to action the rollover.
You will be taken to the newly created "On Hire" Invoice.
The new invoice will be labeled as "Continued From," while the original copied invoice will be labeled as "Rolled To."
After rollover, on the Sales and Find Sales screens, you can click the Eyeball preview icon on rolled or continued invoices to view the full rollover chain at the top right of the popup.
By following these steps, you can ensure a smooth transition between invoices, maintaining accurate billing and customer satisfaction.