About Rentals

Use rental contracts for items that you rent to customers, such as tools or equipment.

Using the Rental Counter

Use the Rental Counter to set up a rental contract with a customer, whether in person or over the phone. See Using the Rental Counter for more information.

Checking Rentals In and Out

Use the Rental Check Out/In form to collect an initial payment for a rental and to close a rental contract. See Checking Rentals In and Out for more information.

Recalculating Rental Rates

When a customer is ready to check in their rental, you can recalculate the rental rates to find a better rate. See Calculating Better Rental Rates for the steps to find better rates.

A better rate is one for which the calculated total rental amount for a contract line item that is being checked in is less than the calculation of that total amount using the contract line's original rate and unit of rate. The better rate is calculated for and applied to the entire rental period, whether any portion of the rental period has been invoiced or not.

Note: The functionality to find a better rate does not apply to contract lines for which the Price Basis is Meter.