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

For Individual Customers:

Step 1: On the Coastr Car and Van Rental Software, click on customers and select Individual from the navigation menu.

click-on-customers-individual

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

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

scroll-down-find-preferred-invoicing-date-for-monthly-booking-toggle

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

select-date-and-click-save-coastr

For Business Customers:

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

click-on-customers-business-customers-coastr

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 Date for Monthly Bookings” for selecting a specific day of the month. Enable this option.

scroll-down-find-preferred-invoicing-date

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

select-date-and-click-save-to-update

You would have now set up a preferred Invoicing Day for Monthly 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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