Creating Rental Invoice.

 

How to create Manual Rental Invoice.

 

Creating a Manual Rental Invoice with AntMyERP

AntMyERP provides three options for generating rental invoices Automated, Semi-Automated (50% auto, 50% manual), and Manual Tax Invoices.

To create a manual rental invoice, go to the Finance module and click on Sales Invoice. Then, click the plus icon on the right hand side to open invoice options. Choose Rental Invoice.

In the Semi-Automated method, enter the contract number, and the system will automatically display device details. You can manually fill other fields such as customer name, branch, delivery person, payment terms, taxation type, and rental period. Add product details, charges and terms from the master then click Save to generate the invoice.

For a Manual Tax Invoice, fill all details manually such as customer name, branch, PO number, HSN code, description and GST type. Enter rental charges and select applicable terms and annexure. Save the invoice to generate the tax invoice.

AntMyERP also provides two viewing modes: Normal View, which displays rental charges and period and Classic View, which includes complete device details like serial number and HSN code.

 

How to create Auto Rental Invoice.

 

Generating an Advance Bill with AntMyERP

AntMyERP allows users to generate advance bills before the automated rental invoice is created. This ensures that the system handles billing automatically once it’s properly set up thus saving manual effort.

To create an advance bill first go to the Quotation section under Contracted where the rental proposal is already configured. Click Edit Quotation and specify when the bill should be generated, select Before for an advance bill. Choose the billing cycle and decide whether billing should occur at the start or end of the month.

Next, select the billing type:

• Single invoice for all branches to HO
• Branch wise billing to HO
• Individual branch wise billing to branch

After saving, share the proposal with the customer, get confirmation, and book the order. When the order is executed, it generates an outward challan. Go to Edit Billing Effective Rate, set the billing dates (e.g., January 1–31), and update it.

Then, navigate to Sales Invoice → Pending, select Rental Before, and click Generate Invoice. The advance bill will be created for the specified period and can be viewed in Classic or Normal View.

This process ensures smooth automated billing with advance and subsequent invoices generated accurately and on schedule.