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Rental Management

I have a customer that wants to generate invoices for a monthly software charge. I would use a non-inventory sales part set for rental only, I am thinking I can use rentals for this but have struggled to get the rental function to do a variety of things:

  • How can I generate a monthly schedule so that I can do recurring invoicing?
  • How do I do a monthly charge for the software service?

The documentation for rentals is woefully vague and there is no recorded Academy Class on rentals. Any assistance and guidance on this would be appreciated!

Hi @Vernon Anderson ,

I do not think it is possible to use rental with a non-inventory part.

Did you also consider to set up a service contract? there you can create an invoicing plan for a prediefend rate (also possible to revaluate) based on a non-inventory sales part.

That sounds as an easier and better way to make recurring invoices for software.

Good luck,

Robert

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