Transitioned to OnRent Events from another solution? Chances are that you’ve already been invoicing and need to start from the next number in OnRent Events. Use System Preferences to change a variety of invoice settings.
Get started
To access System Preferences, click the link under the “My Account” heading at the bottom of each page of your system.
Set your invoice terms
Under the “Invoice Settings” header, specify your invoice terms. OnRent Events will automatically calculate the “Due Date” against the invoice based on the information you specify here. If you notice discrepancies in due dates, ensure invoice terms in the System Preferences are correctly configured and verify that settings are applied to newly created invoices only.
Enter a number and then choose a term type:
days from the end of the invoice month An invoice created July 27th is due 30 days from the end of July, August 30th.
days from invoice date An invoice created July 27th is due 30 days from now, August 26th.
None All invoices have the due date set to the same day that the invoice was created. Troubleshooting tips: If due dates for invoices seem inconsistent, double-check the term type selected and ensure no customer-specific settings are overriding the global defaults.
When invoicing a customer with the “Cash Customer” toggle set to YES, the invoice is always due on the same date it was created.
Troubleshooting Common Due Date Issues
If you experience issues with invoice due dates not calculating as expected, consider the following steps:
Verify System Preferences:
Confirm that the configured invoice terms reflect your desired due dates.
Remember, changes to terms will only apply to invoices created after the adjustment.
Check Customer-Specific Overrides:
Review if specific customers have settings, like 'Cash Customer,' that contradict global preferences.
Test Invoice Creation:
Generate a test invoice to determine whether recent changes are being applied correctly. If discrepancies persist, please refer to OnRent Events Support for additional help. This setting overrides all other due date preferences, so verify if the 'Cash Customer' toggle is contributing to any unexpected behaviors.
Set your invoice number starting point.
Customise where your invoice numbering starts and how your invoice and credit numbers look.
An example of your next invoice number is shown in the “Preview” field.
Prefix
Add a prefix to your invoice number, e.g. “CRMS-” would result in something like “CRMS-1002".Number length
Choose a number length. This determines whether you’ll see leading zeroes on your invoice number, e.g. when set to 6, 1002 would be 001002.Next number
Choose your next number. For example, if the last number in your old solution is 1001, enter 1002 in the next number field.
Change your final invoice credit text.
When you create a final invoice after you’ve created part invoices against an opportunity or project, OnRent Events automatically adds a line to the final invoice called “Less Part Invoice Charges” to deduct the total part invoiced.
Customise the name of the line, deducting the part invoice total by changing the “Final Invoice Credit Text” field under the “Part Invoicing Settings” heading.
Change your address on your invoice.
The address, telephone number, and other contact information on your invoice are your store's information. Edit an invoice to set the store against it.
You may change your store information in System Setup > Stores.