How to Create a Rental

In order to be able to create a new rental, you first have to create the rental rates that you'll have to choose from. To do so, go to the Products page (POS menu dropdown >> Products) where you can create, edit, view and delete existing products that are for sale in your account.

You can create as many or as few products as you'd like, so you can add universal prime or standard rental rates, as well as any special rates that you may have for specific customers. When entering your rental product, be sure to follow these steps:

• Name: This will be the name of the product - it will show up inside of the POS register and be visible on the receipt
• Product Type: This must be selected as "Rental."
• Brand/Category: This is optional but highly recommended. Brand is a great place to put any General Ledger (GL) codes for products that make reporting far easier. Category is a great place to group certain rates together (e.g. Field Rentals vs Court Rentals or Contract Rates vs Drop-In Rates)
• Product Description: This will only apply if you're offering rental reservations online. If not, nobody will ever see the description.
• Retail Price: This is the hourly cost of your rental rate.
• Minimum Deposit: This will only apply if you're offering rental reservations online. If not, the minimum deposit will not apply.

Once you've filled that information, make sure to choose "Valid Stores," from the product editing menu (visible on the left-hand side of the product editor). You must choose which store in your POS register that it's available for sale in (MAIN STORE is the default option).

2. Once you have chosen your rate, you will be asked to enter in the customer information. If the customer already exists, just enter their information into the search bar. If the customer does not already exist, enter their information. You can enter either an individual or business billing contact.

3. After you have entered the customer information, you can enter in the dates/times you want using the recurring event scheduler. You can either enter individual dates or use the option to repeat the event every day, every week, every other week or every month. You can also choose a Display Name (optional), which will override the rental name on the actual calendar.

4. Click the blue "Add to Schedule," button to add any items into the queue below where we will check for conflicts and give a total number of scheduled items as well as a total value. You also can choose to delete specific dates from the queue that you do not want added to the rental.

5. Once you're all done adding in your dates, click the green "Add to Cart," button which will add all of your dates into the shopping cart, along with the total value of the cart.

6. Click "Checkout," to continue.

7. On the next page, you'll be asked to confirm your billing contact or add additional customers to the invoice. Just click on their name to continue to the payment screen.

8. On this page, you can enter payment if you are accepting payment at that time or proceed without payment.

NOTE: When creating the rental, the system will default to send an email to the billed contact notifying them of their new rental. If you do not want them to receive an email at this time, toggle "Email Receipt," to "No."

On this page, you can either enter the payment amount and payment type and click "Process," or just click the black button that says "No Payment, Bill Customer Only," to proceed without a payment at that time.

You're all done. To edit your rental, check out any of the following help guides:

Editing Your Rental from the Rentals Page Using the Bulk Scheduling Module

Editing Your Rental & Making Payments On Your Rental From the POS Register

Add an Event to your Rental Directly From the Timeline View Calendar

Creating a Custom Rental Invoice