Rental agreements: a tour
This video is coming soon
The written steps below already work. Come back to watch it.
A tour of Rental agreements in Arkon One: what the page shows and the controls you will use most.
The steps, written out
- Open Rental agreements from the Billing and Finance section of the left menu.
- Read each row: Agreement #, Customer, Job, Status, Cycle, Timing.
- Switch to the All tab.
- Switch to the Active tab.
- Switch to the Off Hire tab.
- Switch to the Draft tab.
- Use the New agreement button at the top of the page.
- Use Export to download the list as a spreadsheet or PDF.
Tip
The invoice takes its PO # from the rental agreement (Customer PO #), or from the job if the agreement has none. Enter it on the agreement under Edit terms. If the customer record has Customer PO number required on invoices ticked and no PO is found, the nightly invoice is held as a Draft with the note "Held for review: customer requires a PO number on invoices." Add the PO to the agreement, then approve the draft. The PO is printed on the invoice PDF. Nothing is billed by typing quantities. Rent comes from tickets: