Continuation Bill 

 


Overview

This article will discuss continuation billing, as well as detail how to continually bill a customer. Continuation billing allows you to close a monthly contract and reopen a new contract for billing purposes. 


Here's how to get there
Expert: Program Menu > Counter System > Close Contract > select a contract > Continuation Bill
Elite: Transactions > Close Contract > select a contract > Continuation Bill

 

1. Enter your close date. This is the date the contract will be closed and the new contract will be opened. All items will be opened for a one-month period. 
 

Note: If you have already Continuation Billed this contract, then this selection will be dim and not accessible. If the selection is dim, you need to select the latest contract to re-bill (i.e. contract 123456A instead of contract 123456).

2. The contract status will change to red and show returned. 

3. Press OK.
 

4. The Payment Options window will appear. Collect any payment and then select OK.

5. A pop-up window will appear, asking if you're finished with changes. Once finished, select Yes.

6. The Contract Printer window will appear. You can choose to print, fax, or email the contract. Once finished, select the Print or No Print option.

7. The original contract will be closed and a continued contract will open with the next corresponding letter added at the end of the contract number. Also, the due date will reflect 28 days from the last due date, due to a 28-day billing cycle.

Note: If there is a deposit it will continue to move to continued contracts, until the contract is no longer continued. On the final contract, you can either apply the deposit to the rental/sale or refund the deposit back to the customer.

8. Press OK.

9. The Payment Options window will appear. Collect any payment and then select OK.

10. A pop-up window will appear, asking if you're finished with changes. Once finished, select Yes.

11. The Contract Printer window will appear. You can choose to print, fax, or email the contract. Once finished, select the Print or No Print option.

12. A sub-screen will appear. You will be able to return to the main menu, reprint the contract, return to the contract, or clone the contract header.

Note: This will only clone everything in the contract information field for the contract. 
 

You will also be able to create an IRO, return to the customer dashboard, or create and edit logistics tickets. 
                      

Continuation Billing on a Subrental Contract - With Continuation Billing, you'll be able to continue a subrental or re-rent contract. A subrental or re-rent contract cannot be auto-continued. For more information, click on the following link: Continuation Billing on a Subrented Contract.
 

Continuation Billing - If a contract is continued that has a due date partway into the next month, the original due date will be set in the continued contract to that date. Previously, the open contract would have been set to 4 weeks which would not allow you to know the unit is really overdue on day 16 in the second month.
 

Continuation Billing the Pickup Date - The Pickup Date of a continued contract will be saved if the continued through date is before the pickup date. So, if you have a pickup date scheduled for months from now, that pickup date will move forward as the contract is continued.
 

Overpayments and Deposits - A payment screen to charge/refund money will be presented when manually continuation billing a contract. If nothing is changed on the payment screen, the overpayment/deposit will move forward to the next contract. If a payment/deposit is taken on this screen at the time of continuation, then nothing will happen.

Related articles

Continuation Billing - Cash Customer 
Continuation Billing with a Sub-Rented Item