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Created On: 27/04/2022
in Reports & Templates
Utilization Report Available from the Dashboard Products Card OR from the Reports menu Choose selection criteria for your report, then click Report Title is driven by the terminology parameter for English or US spellin...
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Once RentalPoint3 is configured to work with QuickBooks Online, every time you produce an invoice or credit, the information will be stored and ready to export to QuickBooks Online.
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Using the 'Rental Inventory.csv' template available with the Product Import option in RentalPoint2, you can import Products and their assets using the 'Clear All' 'Match All' functionality in the system. Access your import templates from the Renta...
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SMTP Relay can be used to send emails directly to external contacts, but only from networks (public IP addresses) that you have defined.
Using a connector will pre-authorize mail sent from RentalPoint3 using Office 365
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Setting up RentalPoint3 for emailing requires a little configuration. The type of setup will vary depending on your email provider. Please contact support@rentp.com with your provider details so that we may assist with any configuration as needed.
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Created On: 10/03/2022
in Reports & Templates
Customs Document/Carnet for Booked Items To meet international shipping requirements, RentalPoint offers functionality to build a Virtual Carnet for checked out bookings. Users can create a list of boxes/cases, allocate items to each c...
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Use the menu option to add a new contact OR double click on an existing contact on the grid to edit Details Notes Contains all notes pertaining to this specific contact. Picture Contains a picture of contact Payment Contains cred...
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Fig 1.1 - reference the number on the screenshot against the index below for more detail 1. Access to the Contacts Action menu 2. Use to select columns to display on the grid 3. Select Contact Scope allows for a more targeted view of contac...
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Both Crew Parameters and Labor Products must be set up before adding crew in the crew tab of a booking When editing a booking, the left hand menu organizes information under the following headings: The services you will charge the...
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RPSign can be used to request and receive digital signatures for documents when requesting quotes from clients. This is a built-in feature of RentalPoint3, so no third party application is needed.