Advanced features
Learn how to use additional features to enhance your workflow.
50 articles
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
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 in OnRent 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
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.
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
Posting Invoice BatchesHow to Confirm, Issue and Post invoice batches en mass
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
What is a Purchase Order?What is a Purchase Order, Suppliers and where to locate Purchase Orders
Guide: - 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
Info: - Purchase Order State and StatusPurchase Order State and Status, what each one means
How to Use the 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.