This article will show you how to create, send and view a signature request sent to your customer via email.

This article will show you how to create or add a new customer when creating a new rental transaction.

This article will show you how to configure and create statements for customers.

This article will give a brief description of the difference between your "cash" customers and your "account" customers along with walking you through on how to set up either.

Essentials now supports associating an e-sign document from the E-sign Document Bank with a specific inventory item as that item's required addendum. When a customer rents an item that has an addendum assigned (such as a truck, trailer, or aerial lif

This article will show you each user role that Essentials has and what capabilities each user role does or does not have access to.

Hierarchy - Rental Essentials

This will explain what Zapier is, how you create Zaps, and how it integrates with Essentials.

If you re-rent from other vendors or companies, this article will show you how to keep track of those re-rentals.

This guide provides steps for configuring credit card and ACH payment processing. It covers launching the Credit Card Processing menu, configuring payment processors like Stripe, and setting up store-specific ACH configurations. Each location requires its own configuration, and ACH payments are only available for account customers on the Storefront or eSign/ePay platforms. Additionally, ACH payments must be entered manually each time, as recurring billing is not yet supported.