DSR: How to Create a Single Rental

This guide will go through the steps to create a single rental and attach an invoice.

1. Click on the Calendar icon

2. Find the day, time, and resource that the rental will occur on and click your mouse so that your list of event types appear. Select Rental.

3. Type in the name of your Rental in the Description field. An example would be a Customers name or a Team name.

The Facility, Resource, Sub Resource, Time, and Date will automatically be filled out. If you need to alter this info for your needs, you can do this.
Since this will be a one time rental, you can leave the event repeats toggle off.

4. All rentals require a customer to be attached. Start typing the name of an existing customer or if you already know their customer ID you can type it in the box.

Once the customer name appears, you can select it. If you would like this rental to appear online, you can check the Publish On-line box. If not, leave it unchecked.

5. Next, press the SAVE button.

Attaching an Invoice

In most cases, you will want to attach an invoice to your rental so your staff can see both at the customer profile page and at the event page, whether it has been paid. Once your Rental has been created, you have the option to use an existing rate (if a booking option is assigned to the current Resource), create a new invoice from scratch or search from an existing invoice that the customer has already been paid for from their list of invoices.

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Creating a New Invoice From Resource Booking Option

1. To create a new Invoice, once you click the *Rate to add the product to the Shopping Cart.

2. Once you have accepted payment, you will be asked if you want to attach the new invoice to the rental. Click the Invoice Rental Button.

*Booking options need to be enabled on this Resource for rate options to appear.

Creating a New Invoice From Cash Register

1. To create a new Invoice, once you click the "Select from Cash Register" option, you are brought to the Cash Register/Point of Sale page to ring up your rental and proceed to check out your customer.

2. Once you have accepted payment the invoice will automatically link to the event. At checkout you will be asked if you want to attach the new invoice to the rental series. Selecting the invoice series toggle will link the invoice to all events in the rental series.