Order & Quotes

Browse guides and articles in Order & Quotes.

1

Capture & Save Digital Signatures

1

Having proof of your customer's signature on your rental agreement is essential to keeping insurance costs down (and preventing any misunderstandings for your terms & conditions and liability waiv

2

Customize Rental Receipts

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To personalize the receipt sent from you RentMy account, visit the business Settings and Paperwork menu and cheese receipt designer.  You can choose to use our standard receipt or design your own

3

RentMy – Edit Orders To Add Notes, Products, Charges, and More

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 RentMy - Edit Orders To Add Notes, Products, Charges, and More Many times you may need to edit an existing order to change the rental period, to add new products or charges, and to collect late

4

Extend Or Change Rental Period

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To extend the rental dates for an order, find the order in the Orders > Reservations menu. Click the edit icon for the order. Click the Items tab and then click the edit icon next to the rental dat

5

Placing and Managing Rental Orders

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RentMy makes it easy to place, manage, fulfill and return rental orders, ensuring that your inventory levels are always up-to-the-second accurate. View this brief video for a narrated explanation of t

6

Refund Charges And Deposits

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Refund deposit and/or other charges, locate the order in the Orders > Reservations screen and click the eye icon. Scroll to the Payment Details area of the screen. Click the Refund button and enter

7

Send Receipts & Reminders From Your Email Domain

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Clients of eligible plans can provide the experience you want for your customers by connecting your email provider to RentMy. With just a few bits of information, all receipts, quotes, reminders and m

8

Send Rental Proposals/Quotes And Get Paid

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Sending proposals/quotes to customers is easy with RentMy. To get started, start the "Create New Order" process and add products and discounts as desired. Once all of the products have been added, cli

9

Swap Assets On An Order

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To change the asset assigned to an order, first navigate to the order on which an asset must be swapped and click the “eye” icon. In the inventory items area, you may delete the asset assigned to the

10

Use Down Payments To Hold Rentals & Improve Conversions

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Unlike traditional eCommerce transactions, rentals have a variety of options for serving customers and collecting payment. Where a regular sale simply involves offering products at a price, the custom

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