Essentials Update: CounterSign, Multi-Transaction Invoices

In addition to big projects, like CounterSign, which will enable you to run your front counter paperlessly, the Rental Essentials team is always listening to our customers to see how we can make your rental dreams happen.

  • Through our feedback management tool, uInnovate, Essentials users told us that they wanted to see multi-transaction invoices to make their invoice management process easier. Now that’s possible! A new tab on the Customer Edit page allows users to select more than one transaction to include in a statement. By default, transactions are entered as line items, but users can designate all individual line items to be included.
  • If you have a user who only needs access to your reporting features, that user type has been added. Simply create a new employee and select “Reporting Only” as their role. When they log in, they’ll only have access to the reporting screen.
  • It’s easier to access Transactions via touchscreen and tablet, as well as on mobile devices. Transaction totals and buttons are now on the top bar and it’s easier to switch between transaction statuses. You can now access the information you need without scrolling.

We’ve also added the ability to hide the damage waiver and savings lines to invoices, change the payment screen for Quick Sales to work like other contracts, and coupon removal tools.

If you’re headed to The Rental Show 2018, you can see the Essentials updates, the rest of the software, and all our other software options! Visit us at Booth #1451.

Share:

More Posts

"Effortless payments tech makes every day work better" with a hand paying with a tap-to-pay credit card.

How integrated payments can make life easier for you

Think back to a time in your life when you felt like you had more things to do than hours in the day to get them done. Overwhelmed? Exhausted? On your third, dare we say fourth, cup of coffee? Chances are, you are feeling that way on a regular basis.

Graphic of an Interview with Wayne Harris, CEO of Point of Rental Software, mentioning a story about how a tragedy changed perspective on using inspection technology for safety in the rental industry

More Than Damages: How Technology Can Save Businesses and Lives

  When people think about innovations in the rental industry, they often focus on the obvious: better ways to track equipment, recover damages, or improve ROI. And while tools like Record360 can deliver impressive returns, sometimes over 500%, there’s a deeper change happening.   It’s not just about protecting assets,

A pair of Blue Tank & Pump employees inspect a tank.

Building a Connection: Blue Tank & Pump, Samsara, & Elite’s API

Blue Tank & Pump provides an incredible variety of tools throughout their service region of Kentucky, Tennessee, Indiana, and Ohio. It all started in 2016 in Nicholasville, Kent., with…tanks and pumps. Whether you wanted to keep liquid in one location or move it to another, that was their specialty.  

Get your tailored demo today

Let’s find a solution for your business!