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Permanently Remove Credit Card and/or custom field details from: Bookings within the scope selected Customer/Vendor Records Contact Records Expand/Collapse each section via the blue arrow icon Only fields selected and within the date ran...
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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 existi...
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Last Updated: 12/05/2023
in Customers, Contacts & Venues
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Last Updated: 26/04/2023
in Purchase Orders There are several status levels for a purchase order: Approved – the purchase order has been reviewed and approved by the appropriate people. Posted – the purchase order is ready to be ordered from the supplying company. Received – the pur...
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Last Updated: 26/04/2023
in Purchase Orders An option to print the Purchase Order is provided on save You can also print any highlighted PO from the Print menu Highlight the template you would like to use, then check/uncheck template options as needed and click to proceed Save or se...
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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 sa...
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Last Updated: 26/04/2023
in Purchase Orders To duplicate a Purchase Order or Cross Rental, click the duplicate option from the Admin menu All information from the highlighted purchase order or cross rental will be copied to a new order. See Purchase Order Operator Privileges if access id ...
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Within the Customer Record, maintain customer notes from the notes tab. Notes can be stamped with date and time of entry and included on customer reports/queries as needed. ...
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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...