Billing the client

Applies to version 26.99.5

Client rentals charge the project's client automatically — at the cheapest rate combination for the duration.

How the charge is built

1
Rent to a project with a client
The rental inherits that project's client for billing.
2
Best-value rate is chosen
The duration is priced at the cheapest mix of your per-period rates × quantity.
3
The client is charged
A service charge appears on the client statement — immediately, or batched into a daily report.
Billed rentals are protected
Once a rental is billed, it can't be deleted or have its rate-unit changed, and the equipment can't be deleted — this keeps the client's invoice trail intact.
Heads up
Only active or returned rentals can be billed — a still-planned rental can't. Internal rentals are never client-billed.
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Frequently asked questions

The system picks the cheapest combination of your hour/day/week/month/year rates for the rental duration, multiplied by quantity.

To protect the client's invoice trail. Remove the charge first if you need to change it, or leave the item retired.