This article explains how to manage deposits in Expert and Elite, including collecting deposits as part of rental or sale totals, applying existing deposits to contract balances, and issuing refunds. It outlines the required system configuration (enabling the Collect Deposit as Rental/Sale setting in System Configurations) and item-level setup needed for the feature to function properly. The article also clarifies payment method requirements and system behavior when moving or refunding deposits to ensure accurate contract balances without duplicate charges.

Displays the transaction file were edit can be made to the item transaction record.

Artikelkategorien werden zum Sortieren und Zusammenfassen von Daten in Berichten verwendet

Item Categories are used for sorting and summarizing data in reports

This document will go through the steps of setting up work order items in your Point of Rental software.

This article provides an overview and setup instructions for integrating Twilio SMS messaging with Elite. Twilio allows Elite users to send SMS notifications, replacing the older MMS-based method. This integration is currently available for Elite users only and supports one-way messaging.

This article explains how to set up and manage System Notifications in Expert and Elite systems to alert users when specific actions or changes occur, such as contract updates, reservations, or accounting events. It walks through the setup process, including selecting notification types, defining required criteria, and assigning operators, stores, and notes. The article also provides a comprehensive list of available notification types and explains how criteria and recipient settings control when and who receives each notification.

This article will show you how to configure and set up your Google (Gmail) or Microsoft 365 email account to be used within your Point of Rental software.

Operator Information