Allows the user to close their business on the last day of the month, to account for their monthly business activities.

This article covers the Missing and Damaged (M&D) feature, which lets users create a standalone contract for rental items that weren't fully returned, keeping those items out of availability and enabling normal operations like pickups or billing. A dedicated button automatically identifies count discrepancies, generates a pre-populated contract with 100% discounted rental lines, and links it back to the original contract for easy tracking.

This article provides a comprehensive guide to configuring and using tax integration in Elite Software, including licensing requirements and setup steps. It covers system configurations, customer and item tax settings, transaction handling, and the impact of tax integration on reporting and general ledger entries. Additionally, it explains how tax calculations are processed, adjustments are handled, and best practices for managing tax-exempt transactions and credits.

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.

This article explains how QuikLink provides consumers with a single landing page to view contract details, sign documents, make payments (via POR Pay), and access the Consumer Portal in Point of Rental Elite. It also outlines setup steps, especially for users transitioning from legacy WebPay and eSign systems.

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.