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.

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

This article will discuss the task list and reminders within Point of Rental's software. The Point of Rental system offers useful management tools such as task management and reminders.

Erinnerungen

This article will show you how to continuation bill a sub-rental (re-rent) contract.

This article explains how to access and manage tasks using the Task List feature in both Expert and Elite versions of Point of Rental. It details where to find tasks within the system, how to create new tasks or reminders, and how to assign them to individual employees, groups, or stores. The article also outlines the different Task List window options, including how to view, edit, and organize tasks and reminders.

Now available with POR One Basic licenses, Ready Tag is a solution that will ensure everyone within a rental store knows whether or not an item is ready to rent.

Unverified Transactions are automatically created in Elite when customers submit quotes through Storefront, and they don’t require manual importing. You can find them via system notifications or by selecting the Unverified Transactions view in the Contract Search screen. After reviewing and completing any missing details, you can convert the transaction into a reservation and verify it—at which point it will be removed from the Unverified view.

This article will go over the shipping process and explain the steps necessary to set up the data connections required for the UPS or FedEx integration for creating the Ship Link Data Connection.

This article explains how to use the Contacts tab in the Customer File to manage authorized employees and contact information for a customer account. It covers how to access the tab, add and configure contacts (including security, verification, and notification options), and set up contacts to receive invoice or statement copies for billing purposes.