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Created On: 24/02/2021
in Booking/Event Management
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A duplicate booking is a copy of an existing booking which is allocated its own unique booking number. To duplicate, first highlight the booking, then right click --> Admin-->Duplicate Booking (per screenshot below). The duplicated booking is disp...
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Once a booking has been deleted it is permanently removed from the database, Delete action includes: All assigned Cross Rentals, Purchase Orders and Transfers are also deleted If the booking is invoiced then the system will automa...
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When a Booking is Cancelled.... Any purchase orders, cross rentals or transfers associated with the booking will be deleted If items have been checked out against this booking the system will automatically reverse these If the booking is inv...
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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...
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Within the Customer Record, use the Phones tab to store multiple contact phone options. These numbers can also be printed on output documentation like quotes, invoices, delivery sheets etc. ...
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Within the Customer Record, use icon (see Fig 1.1 below) to copy the company address to postal and/or contact address fields. Fig 1.1 ...
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Vendors are identified within the customer record. Use the vendor checkbox to identify your customer as a vendor, then proceed to add contacts as below. Within the Customer Record, maintain a list of associated contacts. The contact need only...