Before a company starts to add customers to the program, they have the ability to set what information is required before the record is created.

To do this, go to Configuration > Company Configuration > Customer Options.

Statement Title: This is the term you use when speaking to your customer about statements. It will be used in place of “Statement #” and “Statement” on all statements.
 

Default Statement Notes: This is additional text that will display on the invoice.
 

First Statement Number: This is the key with which statement numbers will begin. Please note, this is only applicable when a company’s site is first created.
 

If checked, statements will show all items from contracts by default. Otherwise, statements will have a single line per transaction by default.

If checked, statements show prior balance by default.   If this is selected Overall Balance will include previously billed balances and also increase the Overall Statement Total.

Default Statement Terms: Under First Invoice Number to add your terms. You will add the Terms Display Name and the Due in (x) Days.
 

Statement Format: Companies have two options for how a statement is displayed: Traditional and Modern.
 

Required Fields for creating customers: Selecting these options would require certain fields to be completed when creating a new customer. 
 

Enable ID Check on a per-transaction basis: With this box checked, you can define acceptable ways to ensure a customer is who they say they are.
 

Default time before customer expires - With this field, all customers who haven't had any transactions within the given time will be disabled.
 

Require an employee password to be entered before capturing a Digital Signature on a Transaction: With this box checked, the operator will have to enter their password before capturing the eSign via the Digital Signature Box.
 

Require an Electronic Signature to be on file before a Transaction can be Sent Out: With this box checked, before a transaction can be sent out, an electronic signature must be captured.
 

Allow past condition photos on new transactions: With this box checked, when condition photos for an item may be attached at send-out, previously captured photos of that item will be available to use as the send-out photos.

External Customer Search – API 

• External Customer Update URL: Enter the URL to where the external customer will be updated.

• External Customer Update URL Authentication: If the external customer update URL is present then use this for authentication to the API.

• External Customer Search URL: If you are connecting Point of Rental to an external customer database, enter the search endpoint URL for GET queries.

• Customer Validation URL: The URL provided will be used to send customer data for validation when creating or editing a customer.