Shepherd has a feature designed to reduce admin and time for rental managers: Scheduled Rental Billing for repeating rental services. For teams managing high volumes of recurring rental agreements, manual invoicing can be time-consuming, error-prone, and inefficient. Scheduled Rental Billing addresses this by automating the billing process according to rules you define—ensuring accuracy, consistency, and less day-to-day intervention.

From the moment a Rental Start Date is entered into the Sales Order, a Rental Contract is automatically created—whether at the quote or order stage—giving rental managers flexibility in how and when they initiate the process. Once the contract is live, billing methods can be selected to match business needs. This includes scheduled billing options that generate invoices either on fixed dates or upon the rental’s actual end date.

Each billing cycle automatically updates the billed period count and billing status—helping teams monitor progress, track revenue, and plan future capacity with precision. Charges are based on rental duration and linked to specific equipment items, ensuring that billing stays transparent and traceable throughout the contract lifecycle. This real-time linkage between rental activity, contracts, and financial documentation helps reduce delays, prevent mistakes, and eliminate duplicated efforts.

Whether you’re handling a few ongoing rentals or scaling up to manage hundreds, Shepherd’s Scheduled Rental Billing empowers your team to handle repeatable rental services with confidence—freeing up time, improving cash flow accuracy, and giving managers better visibility into their revenue pipeline.