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.

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