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FAQs

At EZRentOut, we are committed to provide an unmatched support experience. You may use any of the following possible means of communication with us:

  1. Emailsupport@ezrentout.com
  2. Bloghttp://blog.ezrentout.com – great place to start off and read about our existing and upcoming features.
  3. Contribute your ideashttp://ezrentout.uservoice.com – we want our community to be involved in helping us define the products roadmap. Placing feature requests here allow for others to view and vote on them.

FAQs of EZRentOut are listed below:

Invoicing

How do I add a legal agreement / disclaimer / rental agreement / liability clause to an invoice?

There are two ways to add a legal agreement / disclaimer / rental agreement / liability clause to an invoice:

1. Add the clauses by going to Settings -> Policy -> Default Invoice Template -> Message on Invoice. This only applies to the default templates in the system.

OR

2. Go to More -> Order Printouts -> New Order Printout Template (and then select the appropriate option). Edit the subsection called ‘Details after line items’. Remove all the entries within this and then click the ‘…’ sign. Choose the Single Column option.order printouts

Then click the +Add sign and select the Free Text. Once done, click ‘Free text’ and enter the clauses in the ‘Customize Field’ Overlay.order printouts

 

Recommended reading: Capturing electronic signatures in EZRentOut

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How to customize an invoice where I don’t want to show the contents of a bundle in an order?

To do this, you will have to customize an invoice template for orders having bundle line items. Follow these simple steps:

  • Go to More -> Order Printouts -> Click ‘New Order Printout Template’.
  • Choose ‘Invoice’ as your order printout type, and hit ‘Start Designing Template’.
  • In the Order Line items section, click on the three horizontal dots (…) shown on the right side (see image below). An overlay will appear.Order Line Items dots
  • On the overlay, select ‘Do not list contents of a bundle’ and hit ‘OK’ (see image below).Hide bundle line items overlay

Once you are done designing the invoice template, hit ‘Create’. Choose the template e.g. Invoice for Bundle Line items’ as your default invoice template from the Order Printout Templates page.Default template for bundles

Here is how the invoice having bundles in an order will appear now:Hidden bundle line items in an invoice

Learn More on how to customize order printouts in EZRentOut.

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How can I get customers to put signatures on Order Printouts themselves?

Here’s how it works:

1) From an order’s detail page, use the email option icon (see image below).signature

Note: This option will play out only if the customer has an email address added to the customer details. Learn More

2) An overlay will appear. You can add details/subject as needed. Choose an Order Printout type and template under ‘Send Print Order’. Then hit the ‘Insert’ link.send email overlayA ‘signature pad’ must be added to the Order Printout template you are emailing to the customer. Learn More on Customizing Order Printouts.

3) Hit ‘Send Email’ from the bottom of this overlay. Check ‘attach an invoice’ to receive a pdf file when the customer submit the signed invoice. You can also ask the customer for payment and send a copy to yourself.

Tip: Make sure that ‘Invoice Signed By Customer’ is checked in MORE -> My Alerts. Learn More

4) The customer will receive an email alert with a preview of the agreement/invoice, a place to sign, and a button to submit it. Learn More about alerts for customers.signatures

5) Once the customer signs and hits ‘submit’, you’ll receive an email alert of the Invoice signed and the pdf will be available under Documents tab on the relevant order (see images below).

email alert

Invoice signed email alert

documents tab

PDF under the Documents tab

More: Electronic Signatures on Rental Agreements, quotes and invoices

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How can I charge payment for multiple orders in one go?

You can charge payment for multiple orders to the same or different customers in one go. To do this, do the following:

  1. Go to Orders listing page and multi-select orders you need to charge payment for.
  2. Click on ‘Actions’ and select ‘Charge Payments’.

Mass action charge payments3. A dialog box will appear for Order Payments (see image below). Here you can configure details such as payment date, preferred payment gateway, order payment specifics, and comments. Order payments dialogue box

Note: CC payments can only be charged to customers with their cards saved on-file.

4. Hit ‘Charge Payment’ once done. Here’s what you should see next:

Order Payments Successful tab

Things you should know!

– If you have enabled multiple payment gateways in Settings > Add Ons > Enable Payments through Credit Card, you can choose the one you prefer via a drop-down menu in the Order Payments’ dialog box as illustrated above.

– We do not support this feature when charging payments via PayPal and Square.

– The system automatically chooses the current date as the payment date if you have opted for CC as your payment method. In case of other payment methods, the system allows you to select any of the previous dates. This helps you to record data on payments received in the past

– You can also edit the Payment Amount and Payment Method for the orders individually.

Order payments configure payment methods

– The mass action payment feature allows you to add ‘Comments’ for the selected orders. You can view these comments in pricing table of all the charged orders.

Tip: You can mention the Order Number in the comments to make them more specific as shown below. Specific order comments

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How To Fix Wacom Pen Tablet Not Working Properly on Windows?

EZRentOut supports the Wacom Intuos Pen Tablets for capturing electronic signatures. This enables more convenient signature capture to make the order process smoother.

Here is everything you need to set up electronic signatures using Wacom Intuos Pen Tablets on EZRentOut:

  1. Prepare your Wacom Intuos Pen Tablet
  2. Plug the USB cable into your tablet and computer
  3. Download and Install Driver for MAC and Windows here
  4. Restart your computer and follow the instructions to set up your Intuos Pen Tablet
  5. Download Software for your Wacom Intuos Pen Tablet.

Once you have your hardware and corresponding files installed, you can start using Wacom Pen Tablet for electronic signature captures on EZRentOut.

Here is how you can add electronic signatures to Order Printouts in EZRentOut

Troubleshooting

How To Fix Wacom Tablet Pen Not Working on Windows?

Scenario: The pen does not work properly and draws only dots when you drag the pen to capture signatures.

You may face this issue when using the Wacom Tablet Pen on Windows for EZRentOut. It happens because of Windows Ink being enabled in your tablet properties. To fix this issue, follow these steps:

1) Open Wacom Tablet Properties

2) Select the tab named ‘Mapping’

3) Uncheck the ‘Use Windows Ink’ checkbox.

After following the above steps, you should not face this issue again.

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