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Record the email address of the person to whom invoices and statements should be sent to in Account Receivable 'AR Email Address'. RentalPoint will maintain payment figures and last payment details based on invoices and payments processed in the sy...
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Access to financials can be limited via operator privileges. This tab contains information on the financial status of the customer, the price scheme the customer is on, insurance, taxes etc. Financial operations (i.e. statement printing etc) are p...
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Save selected equipment from any booking to a text file, so that it can easily be re-loaded to the equipment grid of other bookings!
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Last Updated: 04/09/2025
in Purchase Orders The Purchase Order Grid displays all Cross Rental and Standard Purchase Orders within the filter details. See below for an explanation of the grid features 1. Filters Use the filter icon to control the scope of the items you would like to ...
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Last Updated: 26/04/2023
in Purchase Orders Create/Edit To create a new purchase order, right click in the PO grid, then click New or use the top menu icon. To modify an existing purchase order, right click on the PO grid, then click Open or use the top menu icon Once the PO is saved,...
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Set Up New Activities Activities that will be used within the software should first be set up in the main activity list. Access this setup option from the main setup menu. Glossary: Add new activities to the list Edit an existing a...
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Last Updated: 24/08/2023
in Crew ManagementThe Crew Planner Module provides a central location to manage crew assignments for multiple jobs and maintain technician schedules.
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Used in conjunction with Locations, regions are used to group specific locations together. A company with 4 locations, 2 in Eastern Timezone and 2 Pacific Timezone, might create an Eastern and Pacific region, then slot the relevant locations under ...
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Last Updated: 04/07/2023
in Booking/Event Management Use this Web based Mobile Delivery App to view RentalPoint scheduled Deliveries and Returns, Print a Delivery Sheet/ Collection Docket and Collect Digital Signatures on the go. Scalable to fit on any tablet or cell phone screen! Contact support@...
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Easily identify asset allocation with 'Current Quantity Statistics' breakdown in the asset status window! Access Asset Status Access this option via right click menu OR from the information icon Access the Asset Status window f...