Frakt24 - FleetX Academy
Rentals · Level 2 · Everyday efficiency

Invoicing and fractions

Learn how the rent and the emptyings are invoiced, and how the fractions end up in the customer's environmental report.

New 12 min Utleie · module 40 Miljørapport på kundekortet · module 50
1

Goals and why

What you will learn

  • how the rent is invoiced by the contract's billing period
  • include the rent in the normal invoice run
  • set up fractions with a price code, so the emptyings are invoiced
  • what decides which fractions count in the environmental report

Rentals gives two money flows from the same customer. The rent is a fixed price per interval, invoiced by the contract's Rental billing period. Each booking remembers how far it has been invoiced, so nothing is invoiced twice. The emptyings are what the driver reports per fraction on the order, priced with the fraction's price code. A fraction is a type of waste, for example residual waste.

Both end up in the normal invoicing. If a fraction has no price code, the emptying isn't invoiced. If its category isn't marked Waste, the fraction isn't counted in the environmental report, the customer's overview of what has been delivered for recycling.

2

Key terms

Rental billing periodHow often the rent is invoiced: One payment, daily, weekly, monthly or quarterly, optionally in advance.
Invoiced toThe date the booking has been invoiced up to. The next rent invoice starts there.
Invoice outstandingShows what is left to invoice for one object, from the last Invoiced to until today.
Reporting type (fraction)A type the driver reports a quantity for, for example Restavfall in kg. Each fraction has a category, unit and price code.
WasteThe flag on a reporting category that makes its fractions count in the environmental report.
3

Show me

You see the rent invoices on a contract, the fraction setup and the reports, and no invoice is created. You learn the invoice run itself in the lesson "Generate invoices" in Finance.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

A customer with a wheelie bin is invoiced for the rent, but the emptyings never appear on the invoice. The driver reports 150 kg Restavfall every time. What do you check first?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 2 badge in Rentals: 0 of 3 complete.
1. A monthly contract is invoiced to 31 August. You press Invoice outstanding on 25 September. What does it show?

2. Finance runs the normal invoicing, but the rent isn't included. What is most likely?

3. The customer asks why Gips isn't in the environmental report, even though the driver has reported it. Where do you look?

4. Where do you decide which fractions the driver can report on a new bin?

5. Reporting Summary on the dashboard shows 300 kg of Papp, but 0.00 kr. What is the most likely cause?

6. You use Change price on a bin in the middle of a contract. What happens to the rent invoices that have already been created?

7. Finance runs invoicing with Include invoices for rentals two days in a row. Is the rent invoiced twice?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • The environmental report on the customer card requires module 50 in addition to Rentals (module 40). It's different from the biogas and RED III report under /report/environmental (module 73).
  • The script says the category is marked as Waste ("Avfall"). In the TMS it's the Waste switch on Order Reporting Categories that controls the environmental report.
  • Common support case: rent isn't included in the invoice run. Check Include invoices for rentals, and that the booking's Invoiced to is older than the start of the current billing period.