Quantify rental billing allows you to specify the rental rates for specific days, independent of invoice cycles. This is useful if you commonly quote your customers a 4 week (28 day), weekly, or bi-weekly rate. These rental days are specified in the rate profile and can vary. You can also customize the column header on your invoice that the customer sees for this rental rate. If, for example, you would like your customer to see “Monthly Rate” instead of “28 Day Rate” (which is the default), simply override this text. Shown below are the controls on the rate profile where you enter these settings.

Shown below is the invoice with the ‘Monthly Rate’.



Description and Copy Checkbox
When the ‘Copy description’ checkbox is checked, invoices will have the description copied when they’re created. This allows your customer to see the math behind the invoice if desired, or you can type a friendly note, such as ‘Thank you for your business’.

Changing Rate Days
If a situation arises in which your customer wants you to change the quoted rate, you can do this by selecting the calculator icon on the rate profiles. This allows you to change the days for the rate profile while keeping the rate (per day) the same.

If you change the rate profile you might want to change the invoice, although it’s not necessary. To do this, highlight the invoices you’d like to change and select the ‘Reset’ item from the ‘Change’ menu.

Near the top of the request list for Quantify is the ability to multi-select and either print or save invoices. You can now accomplish both of these tasks in the new version. Previously, save and print were only available through the print preview window for each invoice. This meant that if you needed to save PDF files for 15 invoices, you had to preview and save each one individually.

This blog article starts with saving and printing a selection of invoices. For a discussion on how to multiple-select see the ‘List Selection’ section that follows.

Multi-Save
To save the selected list of invoices click on the reports menu then click the ‘Save Selected Invoices to File’ flyout menu. You’re given a choice of what file format you’d like to save to: Excel or PDF. When you click these your invoices will be saved to this file type and the file location where you’d like them to be saved is opened.

If you haven’t specified a file location you will be given the choice to do this when you click the menu, specified in My Options.

Multi-Print
Multi-Print displays a dialog box first so that you can select which printer you’d like the invoices to be printed to.

Clicking the Print button will print to the printer selected and display the progress. 

List Selection
So, a little background on some standard Windows list selection behavior is explained here first. If you’re pretty efficient with Windows, you can skip this section.

Single Select
As you may know, you can select an invoice in a list and then perform an action with the selected invoice. Actions include displaying the invoice in a print preview window, editing the invoice, and others. You can tell what item is selected by its blue background color. Shown below, invoice number 04 is selected. To select invoice 05 or 03 you simply click anywhere its row.

Multi-Select
Quantify follows normal Microsoft Windows list-selection behavior by combining actions with your mouse clicks in combination with the Shift and Ctrl keys on your keyboard.

Select All using Keyboard
If you have a situation in which you wish to select all of the invoices in the current view of the list, such as when a jobsite is pre-selected, first click on the invoice list to set focus, then hold down your Ctrl key and press the A button.

Select All – Between First and Last Selected
Shown below are invoices 07 through 10 selected. To accomplish this, first click on invoice 07 to select it, then, while holding down the Shift key, click invoice 10.
 
Include/Exclude from Selection
An alternative to using the Shift key, which selects everything between a start and end, is to use the Ctrl key while clicking your mouse. Using the Ctrl key preserves whatever is currently selected, then adds or removes the item you click on to the selection. In the example below, invoices 07 through 10 were selected as show above; then the Ctrl key was held down and invoice 08 was clicked, which removed it from the list of selected invoices.