There are three variations of an Adhoc invoice

Start by accessing the Ad Hoc Invoice pop-over

As you can see there are three options

Use Default Values (this will be used most often)

Use Target Values ( this isn only used in special cases where the reporting country and currency are different.

United Rentals: This is ONLY used used  when doing invoices for either the United Rentals (CANADA Trainers) or United Rentals (USA Trainers) companies

Click/select the checkbox/setting you wish to use (it should be set to Default to start)

Click the Generate Adhoc Invoice button

You will be asked to conform that you wish to generate an invoice

Click Yes Please ( if that is indeed what you want to do !)

You are now presented with a screen to allow you to select a site/Address and Contact for both the billing and Shipping (we start with Billing)

Start with selecting a site by clicking on it

If there is only one Billing Address and a singel Billing Contact the system will auto select them

Note: Selection is indicated by the green arrows to the left of the information

1. If you have an unverified address (indicated by a yellow dot) then you must verify it before proceeding.
2. To verify an address ( or edit the site/address/contact) click the Edit/Add/Site/Address/Contact Records button

Use the Address Search button to verify the address ( this process is covered under a separate Job Aid)

Once Complete, use the Return to Previous Window button

Sometimes the Red text on the right will not properly refresh, (still shows ADDRESS NOT VERIFIED) if this happens, just click on the address and the screen should refresh

Switch to Shipping

Now that buling info has been set, switch to billing by clicking ( yes you guessed it ) the Switch to Shipping button

If needed you may need to  verify or edit or add shipping address or contact information, just as you did with billing

Once all the information has been selected and verified, click the Continue Button

You will probably see a small "processing window" and then you will be taken to the new invoice where you can proceed as normal ( adding rows etc)

Target Values will the same process as above except the different Reporting Country and Currency values will be used for the invoice.

This setting will ONLY work if you are on either of the two United Rental Company Records.

This process is slightly different in that we are choosing a trainer to associate to the invoice

Click/select the united Rentals checkbox/setting

Click the Generate Adhoc Invoice button

As before you will be asked to conform that you wish to generate an invoice

Click Yes Please ( if that is indeed what you want to do !)

You are now presented with a Trainers Selection Screen

1. Search for a Trainer by Name
2. Select a Trainer
3. If required Verify Address
4. Click Continue

Again you will probably see a small "processing window" and then you will be taken to the new invoice where you can proceed as normal ( adding rows etc)