Before you can apply rental fees you need to create them in your price book.

Complete the information for you fee, Name and Amount are *required. Click 'Create' to complete the process.

*Important note

Pricing period is the cadence of the fee.

Grace Period allows you to set a timeframe for when the fee will apply after a collection or reset. If you choose the custom option, a new field will appear to allow you select the number of days of your choice.

An example of a grace period would be after a Dump & Return. If the bin is emptied every 3 weeks and you do not charge a rental fee for the first 7 days after the bin is returned to the customer.

After creating the rental fee, you can either select the three dots on the right in the list to view more actions, or select the rental fee to open a detailed view where you can also take further actions. These include edit, adding or removing services, archiving or deleting the rental fee. (Note: archived fees will show in the Rental Fee list with an orange background to visually distinguish them from active rental fees.)

The detail view will also allow you to see the list of customers with this rental fee, and the services the rental fee is applied to.

(Adding or linking from service itself, link one fee to multiple service, but not multiple fees to one service.)

Once you've created a rental fee, you will need to associate that fee to a service. This can be done from the list of rental fees or after clicking into the details of the rental fee and clicking the three dots.

A screen will pop up and allow you to select one or many services to associate the rental fee to. Select all services that apply and click 'Add' to save and close the pop up window.

Rental fees can also be added to services from your Pricing/Services list by clicking the three dots on the far right of the service.

When selecting the service to link your fee to, any services with a gray background are already linked to a fee.

Once you have Rental Fees saved in your price book, you can add a rental fee to a new service as you create them.

What is a grace period? A grace period is typically a portion of the rental that is included in the rate of the service and after the grace period a rental rate is then applied Daily, Weekly, Monthly, etc.

For example, a 40yd Rental is $215 and calculated into that price is 7 days where no rental fee is charged to the customer above the monthly rate. If the bin stays at the customers location without collection, the customer will incur a daily rental fee of $10 per day. When the customer requests the bin be emptied and returned, the 7 day window will reset allowing an additional 7 day grace (free) period.

The grace period will need to be manually reset if applicable, however grace periods are not required. If you charge a daily rate regardless, make sure to save your rental fees with no grace period.

The first icon you will notice is the indicator that a rental fee is associated with that service.

The second icon is for the Grace period reset history

Selecting the 3 dot menu to the right of the service/fees to view the same rental fee options, as well as the Unbilled Days

Before you invoice the customer, please review the settings option. Here you can select if you want the Rental Fees to be invoiced through Manual Invoicing only or through Recurring Invoicing

When you are creating a manual invoice, you will also have the option to bill the rental fee.

Manual invoice for montly roll off in arrears example

Recurring weekly dumpster service with dumpster rental, billed monthly example

Recurring weekly container service with container rental, billed monthly example

Example of a full rental period vs Grace Period reset

The Rental Fee service name with pricing and rental fee name with pricing is an intentional design. The customer is not being charged twice, it is so that we can display the total information.