👤 Create the rental appointment
Go to Contacts → Appointments → Add → Rental Appointment and fill it out as you normally would.💾 Save the booking
Save the appointment as Booked or Unconfirmed.
This will automatically generate an invoice.💳 Go to the invoice
Head to Payments → Invoices & Estimates and locate the newly created invoice at the top.✏️ Edit the invoice
Click the three dots → Edit in new tab.💰 Choose how to adjust the price
You have two options:Change the price directly (applies only to this rental)
Add a discount (percentage or fixed amount) to show savings to the customer
🧮 Review updated totals
Confirm the updated:Discount (if applied)
Taxes
Final total due
📩 Send the updated invoice
Click Resend to send the invoice via email and text.
💡 Pro Tip
If the appointment was set to Unconfirmed, you’ll need to go back and confirm the booking after the customer pays to trigger automations like reminders and pickup details.