Find out how to manage your credit note and re-invoice your long term rental files in myrentcar.
The aim of this sequence is to generate a credit note from an erroneous invoice, then re-invoice it correctly in your myrentcar car leasing management solution.
It is essential to understand that this sequence is carried out "without touching the original file".
The operation is always carried out in 2 stages (whether for credit notes or re-invoicing).
Creation of a long term credit note
Credit notes are created in a specific interface. It is available by clicking on the button in the LT Contracts drop-down menu: the "Credit notes and reinvoicing" submenu.
Search interface
Clicking on this submenu brings up this search interface:
It is necessary to search for the invoice corresponding to the credit note on this interface. By clicking on 
, all the invoices available according to the various criteria requested are displayed.
These criteria depend on the invoice to be searched, and this step is used to better filter the results.
allows you to filter by invoice date.
allows filtering by invoice number.
allows filtering by customer name assigned to invoice.
allows you to filter by the vehicle number used in the invoice.
displays or excludes existing credit memo invoices.
Credit note validation process
Once you've clicked on the search button, a list of invoices based on your selected criteria is displayed.
To proceed to the next step, select the invoice(s) for which you wish to issue a credit note.
After selection, the vehicle number on the invoice is displayed in the block on the left of the screen, as shown in this image:
And the contract number at the bottom of the screen :
Various option buttons are available in the footer to select and deselect items in this block.
To validate the asset, click on the 
button on the "Selected elements" block on the left of the screen. A confirmation interface then appears.
Once this step has been completed, the list of credit notes is available in the "Contracts lists to be reinvoiced" submenu of the "LT Contracts" main menu.
By clicking on it, a search interface is displayed to filter the result.
The following option buttons are available:
This button displays the list of credit notes created.
This button is used to create a new LT file.
This button deletes filter criteria.
This button displays more details on the result to be displayed.
This button always indicates the possibility of downloading the result in Excel format.
Chargeback on long term leases
Reintegration
To re-invoice an LT file, enter the "Credit and re-invoicing" submenu. In this menu, the aim is to find the (erroneous) invoice to be re-invoiced correctly.
Select the invoice and click on the 
button on the left of the screen. Confirm by clicking on 
:
Billing
At this stage, the reinstated voucher has not yet been billed. It is pending in the "Contracts lists to be reinvoiced" menu.
To re-invoice, go to this menu, search for the corresponding voucher, and correct the source of the problem.
After rectification, click on the 
billing option button in the footer to validate and confirm the process.
Once confirmed, the voucher is removed from this menu and transferred to the invoice list.
General invoicing of a long term rental
To bill pending documents in the "Contracts lists to be reinvoiced" menu, you can use the general billing menu.
If your initial long-running invoice was generated by bulk billing, and you want the credit note/rebill to be bulk-billed as well, it is essential to use general billing.
Follow the steps outlined above to generate multiple credit notes or chargebacks. Once they have been created and are available in the "Contracts lists to be reinvoiced", launch general invoicing.