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Rental Settings for a Customer

The customer record will contain some terms that apply only to rentals. These rental settings may apply to all customers or a smaller group of customers. Open the default settings to change the rental settings for all customers by completing the following steps:

  1. Select Sales > Options from the main EBMS menu and click on the Customer Categories tab.

  2. Highlight the top-level root folder (usually called Customers) to change defaults for all customers or highlight an individual folder to change defaults for a subset of customers. With the proper level highlighted, click the Edit Defaults button to open the defaults record.

  3. Click on the defaults Rentals tab as shown below:

  4. Enter an optional Damage Waiver Item to apply damage waiver to rentals.  Review the Damage Waiver for Rentals section for more details on the damage waiver process.

  5. Enable the Periodic Billing if the customer should be invoiced during the rental for extended length rentals. Review the Periodic Billing for Rentals section for more details.

  6. Enable the Pre-Billing option if this customer must pay for the rental when it is checked out rather than when the rental item is returned. Review the Billing a Rental section for more details on pre-billing options.

Right-click each option and filter down each setting to globally change the selected option for all customers or a group of customers. Review Setting Customer Defaults of the sales manual for more details on the filter down options.