portal screens procedure manual · billing history customer rebill entry < billing history step...

Portal Screens Procedure Manual

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Portal Billing Customers

Carquest (No PO Required)

Cold Front Distribution (No PO Required

HD Supply (PO Required)

Hill’s Pet (PO Required)

Stericycle (PO Required

Schwan's Consumer Brands (PO Required)

TAP Worldwide (PO Required)

Hub Construction (PO Required)

Matheson (PO Required)

Corovan (PO Required)

Ace Hardware (No PO Required)

Deseret Transport (No PO Required)

Aramark Uniforms (PO Required)

H.T. Hackney (PO required rebills NOT rentals)

VitalAire (PO Required)

Border States Electric (No PO Required)

Mondelez (No PO Required)

All Weather Windows (PO Required)

Preferred Meals (No PO Required)

Commercial Logistics (PO Required)

Morrison Healthcare (PO Required)

Stericycle Canada (PO Required)

Courier Express (PO Required)

Fresenius (PO Required)

Shred It US (PO Required)

Shred It Canada (PO Required)

United Site Services (PO Required)

Colorspot (PO Required)

Inland Intermodal Logistics (PO Required)

LA Specialty (PO Required)

Schwan’s Global Supply (PO Required)

RoadOne (PO Required)

Michael Foods (No PO Required)

Mondelez Global (No PO Required)

Dixie Plywood (No PO Required)

Distech (PO Required)

Sigma Foods (PO Required)

FBM Galaxy (No PO Required)

Southwest Traders ( PO Required)

ThyssenKrupp (PO Required)

XPEDX (No PO Required)

O’Reilly’s (No PO Required)

Lansing (No PO Required)

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About & Help Customer Rebill Entry < About & Help

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Display’s billing rules, rental rates, contact information for support & access to the procedure manual

Billing History Customer Rebill Entry < Billing History

Step 1: Enter the invoice record number to view or edit record. A record can be edited or

deleted until the 25th of each month.

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Click on the record number to open the rebill screen.

IMPORTANT* Invoice will remain in

open status and is editable until the

25th of each month.

Billing History Step 2: Make any necessary changes to the record and hit save.

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You can delete the record off the Portal and it will not

appear on the consolidated bill if done before the 25th.

Rebill Entry Customer Rebill Entry < Rebill Entry

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Step 1: Enter the last 8 of the VIN number & hit the lookup button.

Rebill Entry (Dmg/Peg) Step 2: Select the rebill type Dmg/Peg. The only options available for FSL/DM units is

Dmg/Peg & Fuel rebill. If the VIN entered is a rental or non/contract unit, all rebill types

are available.

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Step 3: The unit information & billing rules will appear.

Rebill Entry (Dmg/Peg)

Step 4: Select repair type, which determines what fields populate. For example, the

tolls/violations & licensing/legalization repair types will not require the date in/out.

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Step 5: Enter the invoice information and dollar amounts in the corresponding fields. All

fields with a red asterisk (*) are required.

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Make sure these dates are

the actual length of time the

truck was in for repair.

Double check the total invoice amount by

clicking the recalculate button. This total

must match your invoice.

Rebill Entry (Dmg/Peg) Step 6: Enter up to 5 International part numbers in the part field at once and hit lookup

parts.

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Step 7: Add the quantity for each part and hit the Add Part(s) button to add parts to the

total.


Step 8: Enter the description of the repair/invoice & attach a copy of the invoice.

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Make sure the description of repair

is detailed and tells the whole story.

View the attached invoice to verify it

matches the Portal total and is for the

correct customer.


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Step 9: Once you hit save, you will receive a Portal invoice number. It is recommended

that this number is written on the invoice.

Helpful when billing licensing

fees for multiple units

Helpful when billing a rental, damage and

fuel that is included on one invoice.

Rebill Entry (Fuel)


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Rebill Entry (Fuel) Step 2: Select the rebill type Fuel.

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Step 3: The unit information & billing rules will appear.

Rebill Entry (Fuel) Step 4: Enter the invoice information and dollar amounts in the corresponding fields. All


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View the attached invoice to verify

it matches the Portal total and is

for the correct customer.

Double check the total invoice amount

by clicking the recalculate button. This

total must match your invoice.

Rebill Entry (Fuel)

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Step 5: Once you hit save, you will receive two Portal invoice numbers. One is for the

fuel purchase and one for the DEF purchase. It is recommended that this number is

written on the invoice.

Helpful when billing a rental, damage and fuel

that is included on one invoice.

Helpful when billing licensing fees

for multiple units

Rebill Entry (Rental)


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Step 2: Select the rebill type Rental. If the VIN entered is a rental or non/contract

unit, all rebill types are available.

Rebill Entry (Rental) Step 3: Select type of rental:

Inside: Idealease rental unit

Outside: Third party company (Ryder, Penske)

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Rebill Entry (Rental) Step 4: Select the customer, member # and location.

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Step 5: The rental rates & billing rules will appear.



fields with an red asterisk (*) are required.

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The rental type determines the fixed

cost and mileage/ENH rate


Step 6: Enter the description & attach a copy of the invoice.

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View the attached invoice to

verify it matches the Portal total

and is for the correct customer.


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Helpful when billing licensing fees for

multiple units

Rebill Entry (Substitute)

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Step 1: Enter the last 8 of the VIN number of the substitute unit & hit

the lookup button.

Rebill Entry (Substitute) Step 2: Select the rebill type sub.

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Step 3: Enter the last 8 of the VIN of the lease unit the sub is for & hit

the lookup button (this will determine the mileage rate).




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The mileage rate is automatically populated

based on the VIN of unit the sub is for.

Double check the total invoice amount by

clicking the recalculate button. This total

must match your invoice.



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correct customer.


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multiple units

Rebill Entry (Interim)

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Step 1: Enter the last 8 of the VIN number of the interim unit & hit the lookup button.


Step 2: Select the rebill type interim.

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Step 3: Enter the last 8 of the VIN number for the unit the interim is

replacing & hit the lookup button.




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Double check the total invoice

amount by clicking the recalculate

button. This total must match your

invoice.



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View the attached invoice to verify

it matches the Portal total and is

for the correct customer.


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multiple units

Rebill Entry (Non-Contract)

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Step 1: Enter the last 8 of the VIN number of the non-contract unit & hit the

lookup button.


Step 2: Select the rebill type Dmg/Peg.

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Step 3: Select non-contract rebill type (since the VIN entered is not an active lease unit, the

system does not recognize it and populates the non-contract tab).

Rebill Entry (Non-Contract) Step 4: Enter the unit #, select the customer, member & location.

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Step 5: Select repair type, which determines what fields populate. For example, the

tolls/violations & licensing/legalization repair types will not require the date in/out.







Make sure these dates are the

actual length of time the truck

was in for repair.


Step 7: Enter the description of the repair/invoice & attach a copy of the invoice.

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correct customer.

Make sure the description of repair

is detailed and tells the whole story.


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multiple units

portal screens procedure manual · billing history customer rebill entry < billing history step...

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