Program Operation

Service Truck Setup

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 explains how to resolve discrepancies in Point of Rental (POR) when your payment processor total is higher than your POR total due to duplicate customer payments. It covers how to identify duplicates using the Check & Card Report, how to void or refund extra transactions through your processor portal (including important considerations for PORpay-integrated accounts, where force settling or Product Support assistance may be required), and how to verify totals before completing end-of-day processing. The guidance applies to situations involving same-day, previous-day, or settled transactions and outlines key limitations when voiding is not possible.

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.

Allows the user to close their store to account for their daily business activities.

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.