Skip to content

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

Collin Pike, Matt Gaffin, and Brian Beaudry in video chat boxes.

Welcoming the Future of AI in Rental Management

Point of Rental has launched its first-ever AI feature designed to supercharge product descriptions for customer-facing websites. Starting with Essentials, and soon to expand to Elite and Syrinx 365, this AI-driven capability enhances how rental businesses interact with their customers.   We sat down with two key figures in this

Brad Kniep in the American Rental warehouse stands next to a stack of tables that are pre-staged to go on the next truck.

6+ Efficiency Tips & Tricks from a Rental Expert

6+ Efficiency Tips & Tricks from a Rental Expert   Everyone in the rental industry could use a little more time.   Few of them take as many opportunities to make more of it as Brad Kniep from American Rental. The company’s headquarters in Morton, Ill. is full of thoughtful

Grease-covered bins of tool parts, including what looks like a repurposed red lunch meat container thrown in on top.

Stop Stocking So Many Parts!

We’ve all done it.   When I worked in the event industry, there was one year where people started asking about gold flatware. We jumped to stay ahead of the trend, purchasing over 1,000 pieces of gold place settings to match our existing gold-band plates. The fad never fully materialized,

Get your tailored demo today

Let’s find a solution for your business!