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Rental - Overview
Under this Sub-Tab, you can create, edit and delete Rental SubscriptionsRentals.
As a standard, if you create a subscription, the Rental Period is “YEAR” (annual-based).
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If required, you may also set up monthly/weekly rentals which can be invoiced as well - depending on the Product used for billing, this can also be reflected for the Customer’s periodic billing template. |
Setting up a new Rental
Create a new Product
First of all, a Product needs to exist for the new Rental, which is automatically added to the Billing Template template of the Customer renting an object of the new Rentalany associated Rental/Subscription Object.
Make sure to define the chosen Product’s Period period (if applicable) to the billing cycle you want to use (e.g. Every every year for a Rental the Customer pays and rents a annually and thus is being rented the whole year).
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In case you do not actually charge anyone for this Rental, you can create a new Product at the price of 0€ and define it as a the billing Product, e.g. you want a new Rental for administrative purposes only. |
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Creating a new Rental
Once you set up a new Product, you can start the process of creating a new Rental.
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A Memo for a Rental/Subscription Object, if the assigned one has one defined, is directly shown under Customers & CRM - Rented articles: |
Subscription details - managing the Rental/Subscription Objects
There are 4 sub-tabs available for you to create, manage, edit and delete your existing Rental/Subscription Objects.
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This is where you create, edit, delete and assign Rental/Subscription Objects - we will now take a look at the functions of each sub-tab in-depth.
Rental/Subscription Objects - creating, editing, deleting and assigning them
This Sub-Tab lists the chosen Rental’s Rental/Subscription Objects, which you can manage here.
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Since we don’t want to delete any of the new Subscription Object, we cancel:
Assigning a Rental/Subscription Object to a Customer
It is easier to assign Rental/Subscription Objects in Customers & CRM, directly under the Customer - this way, you can not accidentally choose the wrong Customer.
Still, you may choose to assign them here if you wish to do so.
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If there is a name next to the Rental Object, you have successfully assigned this object to a Customer:
Terminating a Rental subscription
→ Click on this button to start the termination of a rental subscription:
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Click on this button to manually end a subscription with the chosen End Date:
Subscription Articles
This shows the general information of the Product (=Subscription Article) billed if you assign a Rental/Subscription Object to a Customer:
Currently available
This Sub-Tab shows all the currently available Rental/Subscription Objects for this Rental:
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Those who are assigned will not show up, meaning, you can only assign unoccupied ones in this overview.
Currently Not Available Objects
This Sub-Tab shows all the currently unavailable Rental/Subscription Objects for this Rental:
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Those who are not assigned will not show up, meaning, you can only terminate subscriptions in this overview.
All Objects
This table-overview shows all Rental/Subscription Objects of the Business Unit individually:
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