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When documents are produced for a booking, they are automatically attached for later reference. To view documents attached to a booking OR to attach new documents, first highlight the booking on the booking grid Then right click on the booking t...
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Print Quote Access the Booking Print Menu from the top menu bar or via right click option Select a template and corresponding print options, then click to proceed. Refresh the page Save to selected format Send to printer ...
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Open Microsoft Word and design your template as desired OR copy an existing template (see load document below for where to find existing templates) For any area where you would like information from the booking to print, use the corresponding ins...
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Learn how to use RentalPoint shortcut keys available on the Bookings Control Panel
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Operational Parameter 84 sets your company preference for document merge using either Fast Reports exclusively or a combination of Rich Text Format (RTF) quote and invoice templates along with Fast Report templates for all other options. ...
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RTF Insert fields are used to merge data from your RentalPoint Database with your MS Word template. Fields are available via the RentalPointInsertFieldModules.dll file or see our list of RTF Insert fields . Colour Insert Fields INSERT FIEL...
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RentalPoint offers two options for Quote and Invoice Template use. RTF templates are MS Word templates saved in Rich Text Format using RentalPoint Insert fields to merge data from your database with your preferred MS Word template layout. F...
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Access the Booking Print Menu from the top menu bar or via right click option Select a template and corresponding print options, then click to proceed. Refresh the page Save to selected format Send to printer Zoom for en...
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We've outlined some typical formatting issues found when modifying or creating new templates. Please contact support@rentp.com should your template issues persist beyond the resolutions below. Insert Fields Display in Merged Document For an...