Setting Up Rental Contract on Work Order

Modified on Tue, 20 Jun, 2023 at 11:38 AM

1. Open Invoicing from General page.

Screenshot of: Open Invoicing from General page.


2. Select existing Work Order to add Rental Contract to.

Screenshot of: Select existing Work Order to add Rental Contract to.


3. Click "Rental Info" tab.

Screenshot of: Click "Rental Info" tab.


4. If you already have a Rental Contract # set up, enter it here and field will auto-populate. To generate a new Rental Contract, click the blue arrow.

Screenshot of: If you already have a Rental Contract # set up, enter it here and field will auto-populate. To generate a new Rental Contract, click the blue arrow.


5. Set Contract Start and End dates.

Screenshot of: Set Contract Start and End dates.


6. Check "Open Ended Contract" box if you want to occur past contract date.

Screenshot of: Check "Open Ended Contract" box if you want to occur past contract date.


7. Set Rental Period (day, week, 4 week, month, quarter).

Screenshot of: Set Rental Period (day, week, 4 week, month, quarter).


8. Set Invoice Start and End dates.

Screenshot of: Set Invoice Start and End dates.


9. Click Save to add Rental Contract to work order.

Screenshot of: Click Save to add Rental Contract to work order.



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