1. To-Increase Dynamics 365 for Finance & Operations
  2. DynaRent Customer Portal
  3. Working with the DynaRent Customer Portal
  4. Use the DynaRent Customer Portal

Monitor my invoices

Use the 'My invoices' page to view the rental invoices for your company.
If you have the 'Maintain' or 'Admin' user role, you can create a case for a rental invoice.


Rental contact Rental contact Start Start View invoices View invoices Use the 'My invoices' page to view the rental invoices for your company. On the 'My invoices' page, all rental invoices are shown. So, the shown invoices can be: Fully paid. Partially paid. Not yet paid. Procedure 1. Sign in to the DynaRent Customer Portal. 2. Click 'My invoices'. 3. Define the desired filter and click 'Refresh'. 4. Click the 'Invoice number' of the desired invoice. 5. You can view the invoice line details. In the Invoice lines section, click the 'Order number' of the desired invoice line. Note: - To open the invoice line details, you can also click the drop-down icon, and click 'View details'.- Based on the Portal setup, this section can be hidden. Notes Filter fields on the 'My invoices' page: Field Description Payment status You can filter the rental invoices based on the invoice payment status:  Paid: Only invoices are shown that are fully paid. Unpaid: Only invoices are shown for which no payments are done. Partially paid: Only invoices are shown which are partially paid. From You can filter the invoices based on the invoice date. In this field, define the start of the period for which you want to filter invoices. To You can filter the invoices based on the invoice date. In this field, define the end of the period for which you want to filter invoices.   Grid fields on the 'My invoices' page: Field Description Invoice number The identification of the rental invoice. Rental order The rental order for which the invoice is created. Project ID The project to which the rental order is related. Customer account The rental company’s customer account identification for your company. Customer name The name of your company. Invoice date The date on which the invoice is created. Invoice amount The total invoiced amount of the invoice.   Fields on the 'Invoice details' page: Field Description Invoice number The identification of the rental invoice. Invoice payment status The payment status of the rental invoice: Paid: The invoice is fully paid. Unpaid: No payments are done for the invoice. Partially paid: The invoice is partially paid. Currency The currency in which the invoice amounts are expressed. Invoice date The date on which the invoice is created. Invoice amount The total invoiced amount of the invoice. Project ID The project to which the rental order is related. Download invoice If an invoice document is linked to the invoice, you can click this button to download it.   'Invoice lines' grid fields on the 'Invoice details' page: Field Description Rental order The rental order for which the invoice is created. Item number The identification of the rental item. Category The identification of the sales category to which the item is related. Description The item name. Invoice line type For project-related rental orders, an invoice line can have one of these invoice line types: Item Hour Expense Fee Line type The type of rental order line: Rental: The invoice line is created for a rental item. Subrental: The invoice line is created for a subrental item. Sales/purchase: The invoice line is created for a non-(sub)rental item. Lines of this type are only added to the first invoice for the rental order. Quantity The name of the work location. Rental gross amount The invoice line amount charged for the rental item before applying the rental discount. Rental gross amount = Rental gross amount per time unit x Number of charged time units. The rental time unit is defined by the rate code. Example: The rental order line time unit is hour, and the rental gross amount per hour is $123. If you rent for 3 hours, the total invoiced rental gross amount is $369. Rental net amount The invoice line amount charged for the rental item after applying the rental discount. Rental net amount = Rental net amount per time unit x Number of charged time units. The rental time unit is defined by the rate code. Example: The rental order line time unit is day, and the rental net amount per day is $300. If you rent for 3 days, the total invoiced rental net amount is $900.   Fields on the 'Invoice line details' page: Field Description Rental order The rental order for which the invoice is created. Invoice amount The total invoiced amount of the invoice line. Period start The start date/time of the invoice period. The invoice periods are defined by the invoice profile. For example, a rental order line is invoiced weekly or monthly. Period end The end date/time of the invoice period. The invoice periods are defined by the invoice profile. For example, a rental order line is invoiced weekly or monthly. Calendar days The number of chargeable calendar days in the invoice period. This is defined by the rental calendar of the rental order line. Charged periods The number of charged calendar days in the invoice period. Rental gross amount The invoice period amount charged for the rental item before applying the rental discount. Rental gross amount = Rental gross amount per time unit x Number of charged time units. The rental time unit is defined by the rate code. Example: The rental order line time unit is hour, and the rental gross amount per hour is $123. If you rent for 3 hours, the total invoiced rental gross amount is $369. Discount amount The period discount amount as deducted from the rental gross amount, based on the rental discount percentage. Rental net amount The invoice period amount charged for the rental item after applying the rental discount. Rental net amount = Rental net amount per time unit x Number of charged time units. The rental time unit is defined by the rate code. Example: The rental order line time unit is day, and the rental net amount per day is $300. If you rent for 3 days, the total invoiced rental net amount is $900. Delivery transport amount The costs of transporting the rental item to the delivery address. The delivery transport amount is invoiced only once in the first invoice after the rental item is delivered. Return transport amount The costs of transporting the rental item from the delivery address on return of the rental item. The return transport amount is invoiced only once in the first invoice after the rental item is returned. Insurance amount The net amount of charged insurance costs. It is the total net insurance amount for the invoice line. Insurance amount = Net insurance amount per time unit x Number of charged time units. Example: The net insurance amount per time unit is $3. On the invoice line, a total of 5 time units is charged. The insurance amount of the invoice line is $15.   Create case? Create case? Create invoice case Create invoice case On the 'Invoice details' page, if you have the 'Maintain' or 'Admin' user role, you can create a case for an invoice. You can do so, for example, to start a discussion on a rental invoice. The default case description consists of: Invoice number Case type Procedure 1. Sign in to the DynaRent Customer Portal. 2. Click 'My invoices'. 3. Click the 'Invoice number' of the desired invoice. 4. Click 'Create invoice case'. 5. If desired, change the default description. 6. In the 'Notes' field, enter detailed information. 7. Click 'Submit'. End End Yes No

Activities

Name Responsible Description

View invoices

Rental contact

Use the 'My invoices' page to view the rental invoices for your company.

On the 'My invoices' page, all rental invoices are shown. So, the shown invoices can be:

  • Fully paid.
  • Partially paid.
  • Not yet paid.

Create invoice case

Rental contact

On the 'Invoice details' page, if you have the 'Maintain' or 'Admin' user role, you can create a case for an invoice. You can do so, for example, to start a discussion on a rental invoice.

The default case description consists of:

  • Invoice number
  • Case type

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