How to set up a Preferred Invoicing Day for Weekly Bookings?

For Individual Customers:



Step 1: On the Coastr Car and Van Hire Software, select Customers and click on Individual from the navigation menu of the Car and Van Management Software.


click-individual-under-customers-coastr-1

Step 2: Select the customer who you would like to set up the invoicing day.


click-customer-profile-to-update


Step 3: Scroll down the page to find the option “Preferred Invoicing day for Weekly Bookings” for selecting a specific day of the week. Enable this option.


scroll-down-to-find-invoicing-day-weekly-booking



Step 4: Select the preferred invoicing date and click ‘Save’.


click-save-to-update-coastr



For Business Customers:


Step 1: Click on Customers and select Business from the navigation menu.

click-business-under-customer


Step 2: Select the business customer who you would like to set up the invoicing day.



Step 3: Scroll down the page to find the option “Preferred Invoicing day for weekly Bookings” for selecting a specific day of the week. Enable this option.


scroll-down-to-find-invoicing-day-weekly-coastr

Step 4: Select the preferred invoicing date and click ‘Save’.

click-save-to-update-settings-1


You would have now set up a preferred Invoicing Day for weekly bookings for Individual and Business Customers.


If you've any questions or issues, please email support@coastr.com. We're happy to help! 


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