Manage deposits

Requiring fixed deposits is common in many rental scenarios; such as collecting security deposits.

This document covers the standard options for configuring, collecting and refunding deposits within the Rentals app.

設定

First, create a deposit service product for each rental product that requires a deposit.

To do so, go to Rental ‣ Products and create a New product.

On the product form, give the product a name that indicates it is a deposit.

Example

If this deposit service product is intended for the Digital Camera rental product, the name may be entered as Digital Camera Deposit.

Next, set the Product Type to Service, the Invoicing Policy to Delivered quantities and then assign a Sales Price with the amount to collect for the deposit. Choose whether or not to include Sales Taxes for this deposit service product.

Finally, (save) the deposit service product.

Collect deposits from an optional product

On the rental product's form, go to the Sales tab and add the deposit service product to the Optional Products.

Be sure to configure the rental product's prices on the Rental prices tab.

With the above configuration, a rental order can be created.

重要

After selecting the rental product in the Order Lines tab, be sure to Add the deposit service product in the Configure your product pop-up.

The Configure your product pop-up only appears if the optional product is set on the rental product.

ちなみに

If eCommerce is installed, add an Ecommerce Description stating the deposit is required in the rental product's Sales tab.

When a customer adds the rental product to their cart, a Configure your product pop-up displays the deposit service product under Available options.

Once the customer clicks Add the rental product and the deposit service product are added to their cart.

Refund deposits upon return

Once a customer returns the rented product, reimburse their deposit with a credit note from the invoice, and change the delivered quantity to 0 on the linked sales order.