Advanced features
Learn how to use additional features to enhance your workflow.
73 articles
Managing Rentals
More information on managing rentals
- Invoicing Sales Items when Booking InThe setting "Invoice After Book In" allows you to issue sales or consumable items to customers but not charge for them until booking in.
- Order documentsPrint key documents on your Order
- Order Items ViewView the items on orders and create dashboards & filters easily
- Automatic Item NumberingMake adding new stock & assets a breeze with this great feature.
- Taking PaymentsIf you have an order and you'd like to take a deposit, payment or refund against, read about how to set this up and use it.
- Book your equipment on rentBooking in and booking out items on your order
- Sub-Renting equipmentEasily specify that your items are sub rented from third party suppliers.
- Digital signature captureGet your PDF documents signed online
- Quick Depot TransfersEasily move serialised or bulk rental or sales items to different depots with this quick and handy feature.
- Damaged & Lost Item ManagementWhen you mark items as damaged or lost on an order, what can you do next?
- Add to BasketEasily create a quick price for your prospects or customers, create a basket, then easily convert to an order
Maintaining your items
Managing product maintenance, lost and broken items
- Checklistscreate and apply custom checklists to streamline your Pre-Delivery and Return processes.
- Unavailable ItemsWhat are unavailable items and how to move your items into service & repair.
- How to Disable SuspensionsSuspensions let you pause rental charges for a set date range. You can disable suspensions when needed.
- What is Scheduled Maintenance?What is scheduled maintenance and how to use it?
- Creating Maintenance TypesHow To Create Maintenance Types
- How to Apply Maintenance TypesHow to Apply Maintenance Types to Products
- Adding Maintenance Due Dates to Stock LevelsHow to Apply Maintenance Types on Stock Levels
- Scheduled Maintenance in Unavailable ItemsHow to update stock level maintenance in Unavailable items
- Service Chaining
- Maintenance DueCheck what is due for maintenance and book in for a service
- How to Create a SuspensionWhat is a Suspension and how to create Suspensions?
- Checklists on Maintenance DueAttach and complete checklists from Maintenance Due items to ensure consistent inspections, clearer records, and faster, simpler maintenance workflows.
Charging
Understand the charging options
- Understanding Rental ChargingAn Overview of the Rate Definitions Rental Charging Engine
- How to Add Rates to your ProductsAdding Rates to your Products
- Payment TermsHow to create and assign a payment term
- Revenue groupsHow to create revenue groups
- General Ledger TemplatesWhat are GL codes for and how to create them
- Fixed Rates for Rental & Service ItemsIf you'd like to charge a single amount for your rental & service items this article explains how it's done.
- Same Weekend ChargingSame Weekend Whole Charging means incur a single weekend charge, regardless of the standard daily rates.
- Weekly Rate BreakdownCalculate pro-rata values on invoices using the breakdown of the first week’s rate rather than the standard subsequent days or weeks.
- Multiplier RateThis guide talks through the Multiplier Rate with some worked examples
- Charging PeriodsSet flexible billing to match each customer: invoice weekly or monthly, charge in advance or arrears, and override per order to improve cash flow and reduce billing admin.
- Hourly Timesheet ChargingLearn how to charge operated plant and other equipment based on the hours worked each week using timesheets.
Invoices and Credits
Creating and managing invoicing
- Creating an Invoice RunHow to create an Invoice Run
- Creating an Invoice BatchHow to create an Invoice Batch
- Deleting an Invoice BatchHow to Delete an Invoice Batch
- Bulk E-Mail InvoicesSend out multiple invoices to your customers at the same time
- How to Create Invoice Run CodesWhat is an Invoice Run Code and How to Create them?
- Pay by LinkThis fantastic feature allows you to send secure payment links to your customers
- Return to Stock with Auto CreditReturn invoiced sale items to stock easily—auto-credit is generated, saving time and keeping inventory and finances accurate.
- Create Invoices During Book InThis feature allows you to generate invoices directly from the Book In screen, streamlining the returns and billing process. Charges—including rental, damage, or loss marked as “Charge Now”—are consolidated into…
- Manual Invoice Creation PermissionIt enforces consistent invoicing by restricting manual invoice creation on orders, requiring users to use system-driven actions or invoice runs for better process control.
- Calculate charges up to a dateCalculate charges up to a chosen date when taking payments, ensuring accurate billing and avoiding duplicate or incorrect charges.
- Pay and confirm invoicesThis feature allows you to take payment before confirming an invoice. Once payment is completed, the invoice can be automatically confirmed—helping speed up your billing workflow.
Tax Engine
All things Taxation
- What is the Tax Engine?An overview of the tax engine
- Configure Tax ClassesHow to configure taxation using tax classes, rates, and rules
- Setting Up TaxesHow to create Taxes using the Global taxation engine
- Product Guide: Setting Up Tax Classes and RulesSetting up tax rates
- Why isn't the tax being calculated or applied correctly?Why isn't tax being calculated or Applied Correctly?
Purchase Orders
Managing Purchase orders
- What is a Purchase Order?What is a Purchase Order, Suppliers and where to locate Purchase Orders
- The Purchase Order ProcessThe Purchase Order Process, step-by-step guide
- How To Create a Purchase OrderCreating a Purchase order and header details
- How To Add Products/Services to a Purchase OrderHow to guide on adding Products or Services to a Purchase Order
- How To Process Items on a Purchase OrderHow to process items on a Purchase Order and their options
- Purchase Order State and StatusPurchase Order State and Status, what each one means
- Goods Receipting Process in Purchase OrderGoods Receipting Process makes it much quicker and easier to handle items from Purchase Orders.
- Back to Back Purchase OrdersRaise a purchase order directly from your order, linking them together - saving time and improving visibility.
- Optional Purchase Order ApprovalDisable PO authorisation to speed up ordering—ideal for small teams, urgent purchases, and reducing admin overhead.
Works Orders
Creating, managing and completing work orders
- Creating a Works OrderHow to book items in for service/repair
- Adding parts to Works Order ItemsHow to log parts used on your works orders
- Completing a Works OrderHow to return your items on a Works Order
- Invoicing a Works OrderHow to invoice your customers for service/repairs
- Works Order Breakdown from Rental OrdersThis feature allows you to create a works order directly from an Order that has an order item that has been Booked Out, without affecting its availability. This is ideal…
- Convert Unavailable Items to Works OrdersThis feature allows you to quickly create a works order for items marked as unavailable — ideal when a soft down becomes a hard down and further action is needed.
- Mandatory Works Order Creation OptionEnabling Mandatory Works Order Creation auto-generates works orders for damaged or maintenance-due items, skipping the Unavailable Items stage.
- Works Order Tab on Rental OrdersThis new tab allows users to view related works orders (e.g., breakdowns, repairs) directly from the rental order screen, improving visibility and access to maintenance activities.
- Using Works Order TemplatesWorks Order Templates allow you to create predefined packs of parts and labour. These are especially useful for speeding up complex or repeat work such as service kits, inspections, or…
- Works Order SchedulerUse Works Order Scheduler quickly assign jobs, see everyone’s workload, filter tasks, and stay organised—saving time, reducing mistakes, and keeping your scheduling efficient and clear.
- Checklists on Unavailable Items and Works OrdersLearn how to create checklists for unavailable items and works orders
- Creating Purchase Orders from Works OrdersLearn how to raise purchase orders to buy third party parts, services & labour from works orders