Orders & Quotes
Creating a Transaction (Quote or Order)
Quote List
Converting a Quote to an Order
Renting Out an Order
Receiving / Returning Orders
Review, Sign, Pay: A Step-by-Step Process for Clients
Creating Projects
Transactions
Editing the Price of Products on a Transaction
Discounting an Order Total
Understanding Workflow Status in the Request Review ProcessLearn the meanings of the different workflow statuses of the Request Review Process
Setting Up Quote-to-Order Conversion Thresholds in RentopianYou can customize the conditions for quotes to automatically covert to an order using invoice terms or client type
Automated Quote Expiration & Email RemindersAutomatically expire quotes and send reminder emails in Rentopian. Keep clients informed to encourage timely decisions.
Using the Share Option on Quotes and OrdersEasily generate direct links to quotes or orders in Rentopian. Share them via text, messenger apps, or email for faster client actions.
Using the Auto-Extend Feature in RentopianEnable Auto-Extend to renew orders automatically or extend monthly in Rentopian, creating new orders after each rental period.
Editing Returned OrdersEdit returned orders in Rentopian - revert returns for full changes or tweak quick fields (project, label count, etc.) without unlocking.
Applying a Credit to an OrderAdd a negative fee to credit an order, balance totals, and process refunds without leaving amounts due in Rentopian.
Multi Duration Transactions
Multi Duration Transactions let you manage multiple date ranges, partial returns, and flexible item rentals all in one order.
Creating Multi Duration TransactionsSet up multi-durational quotes and orders for events needing different items across multiple dates, all within one transaction.
Early Returns for Multi-Durational TransactionsProcess early returns for multi durational rentals. Split items by date range without affecting the remaining order.