Company · Billing
Close a billing period
Validate a period's rentals to trigger their invoicing.
Closing a billing period locks the validated rentals in that range and sends them to invoicing. Once a period is closed, its lines can no longer be edited.
- 1From the main menu, click Billing.
- 2Find the period to process, then click Close.
- 3Select the billing period you want to close.
- 4Review the rental lines included, then click Confirm.
Restricted access
Closing is not available to every role. If the Close button does not appear, contact your account administrator to check your permissions.Before closing, add your internal references and fix any billing lines: once the period is closed, these can no longer be edited.
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