On the top right of the calendar, click the sync button.

Synchronize your external calendar

You can email your invoice by clicking on   

After generating your invoice, you can download the document as a Word, PDF or  XML file by clicking on 

To be invoiced subfolder

Click on edit edit 

Generate your invoices

Follow the steps to link your Stripe account to your Rentman account: Go to your Rentman account. Go to settings Configuration module > Financial > Payment methods. Set Online payments to "Stripe" (Mollie only for payments in euro). Enter the secret API key.  Save

Online payment (Stripe)

Optional

After entering this information your Rentman account is connected to your Mollie account.

dragging and dropping it into your template.

Online payments to "Mollie".

 settings Configuration module > Financial > Payment methods.

Euro

Online payment (Mollie)

Click on Add quotation or Add invoice to generate a new document. Click on more_vert of a previously generated to document to edit an existing quote or invoice.

navigating to Financial > Financial > Terms and Conditions for Documents.

You can choose various invoicing moments in the Conditions section before you generate an invoice

specify the amount in the Conditions section on the bottom-right.

tax scheme

manually

ItemX

FINANCIAL OVERVIEW

we cover the financial overview section.

QR codes in Rentman are limited by length - maximum 25 characters - and only work with alphanumeric characters: A-Z, 0-9, [Space], $ % * - . / : (commas not included).

After creating a document, you can save it and and attach it to the project by clicking on save "Save to item". In this way you can keep all the documents regarding a project in the same place. Your document is now saved in "Files" in the General tab of the project.

Save

Subject

Advanced

If you use subprojects, you can select which subprojects should be shown on this document. By default, all subprojects are shown on all documents that you generate. If a subproject doesn't appear in this list, please make sure that the subproject is not hidden on financial documents.

Selected

You can add a personal message for the recipient on each document that you send. Type your text, or save time by using a personal text template.

If this is not the cause of the error, check this list of possible mistakes.

In the field, "Duplicate Rows", choose the option Update items to values in the import file.

In the relevant module of Rentman, click on the more_vertbutton and choose "Import".

You

The "Warehouse stock" bar will reflect this reduction in available stock.

2 units

Save

Reserved for project"

Concert

2 of our item.

In

Select 

Reserve equipmen

Equipment

In the topmost section of the timeline, a time period can be selected by clicking on "Period" in the top right of the timeline and adjusted with the < > + - buttons in the top left.                                  If the period of time (or selection of equipment) is larger than what is shown, it is possible to scroll through the dates horizontally (or through the equipment vertically). Finally, this top section also contains the lock button. This allows you to pin the timeline open so that you can continue to view the timeline as you work.  

default

If the status of your project is Pending, equipment will not be automatically reserved for this project.

This topmost bar

For a full list of color code meanings, click on the "Legend" button in the upper right of the timeline. From the top to bottom, the bars in the equipment timeline are:

When hovering over any color coded bar, a note will appear, showing you more in-depth details about the equipment.

Subrentals: If you subrented this item, this will show in the equipment timeline as a blue bar.

Projects: The projects line shows you all projects on which you have planned the specific equipment within the respective time frame.  The brown bar is the current open project; the gray bars of various shades and outlines are other projects which the equipment has been planned on. The number in the bar signals the quantity of planned equipment for that project.

This bar shows you how much of the equipment you have available in your warehouse stock (excluding any subrentals). If equipment is reserved for a project, this number will decrease.

Subrentals

Here is what every line in the equipment timeline shows:

When you have planned more quantity in your projects than what you have in stock

The timeline in the Equipment tab of your projects displays inventory data of the selected articles.

Also equipment movements in the Warehouse module can affect availability.

(Optional) Click save 'Save to item' to connect this tag to its equipment

Download the file by clicking the download icon 

Choose a template, a letterhead, which serial numbers to include, and if you want to add a personal text.

In

select 

category Configuration module > Customer communication > Letterhead

Download

Click

To assign a code to the serial numbers of that item, open now the Serial numbers tab.

ave

Click

To assign a code to the serial numbers of that item, open now the Serial numbers tab.

Choose Update equipment data.

Select  all equipment items, and click more_vert

Open a contact in the ,

category Equipment module

Go to Configuration > Financial > Discount groups. Click + Add discount group, enter a name, and save your changes.

Select  the original equipment item, click more_vert, and choose Archive.

Select  a piece of equipment in the Equipment module, click more_vert, and choose Duplicate.

project

You can choose to display a note on/in one or all of the following: Details sidebar Warehouse Calendar (My Schedule - crew members will see it in their personal schedule) Quotations Contracts Other documents (packing slips, callsheets) Edit a note, and select the desired display locations.

Filter by tag

Add a tag

Click Save

Don't forget to press enter before you click Save. Otherwise, your tag will not be added.

Choose an existing tag to apply, search for an existing tag to apply, or type in a new tag to apply and press enter.

Click on 

Create the right folder structure

UPDATE - Project Status

Once - Per day view Project Status Situation Shown Cancelled Cancelled Faded Text Application Concept Pending Unconfirmed Blue Text Confirmed Prepped On Location Returned Confirmed Black Text

You are now ready to fill in information in the General tab of your project.

UPDATE - Add a new project or duplicate an existing one

Select the new start date. A new tab with the project will pop up.

Select  the project you want to duplicate. Click  and choose Duplicate.

Click Select

Scroll down on the right side of the screen to preview more information about the project (like Time schedule or Equipment/Functions groups).

Click + Add project

Payment

Data

note the subrental price

Click the Widgets  button to open widgets.

select your item that has a shortage.

Equipment

In the Data tab, in the Type field select 'Sale'

Add

In the Data tab, you supply basic information about your equipment

Periodic inspections

Save

rental shop

QR code Read our article about setting up QR codes and barcodes for more information.

Rental shop

New inspection for this equipment

Edit periodic inspections

Subrent price

Add

+

choose

widget list

widgets

Alternative equipment item

In the Equipment module, double-click an existing item, case or kit to edit it.

Email documents to your clients

Warnings are useful to make vital information stand out. When adding or editing a contact, go to the Data tab and add a message to the Warning field. When you add this contact to a project the message will show up automatically.

in their respective fields.

Click on + Add payment term or double-click on an existing payment term to edit it.

Click on + Add invoice moment or double-click on an existing invoice moment to edit it.

Add

, and QR codes

, and QR codes