How to create a rental agreement by hand
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How to create a rental agreement by hand. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Rental agreements and press New agreement (you need Owner / Administrator, Office Manager, Accounts & Billing or Sales & Estimating).
- Choose the Customer and the Job (both required) and set the Start date, which is also the first day of the billing cycle.
- Choose Rate basis / billing cycle and Billing timing, and set Minimum hire (days), Rental discount %, Payment terms (override), delivery and return charge per load, Labour rate per hour, Customer PO # and special terms.
- Press Save.
- On the agreement's Rates tab add negotiated item rates if they differ from the catalogue (see "How do I change a rate?").
Tip
Status defaults to Active. Choose Draft if you do not want it billed yet.