How to create a rental service quote for a customer

Invoice/Quote, Knowledge Base | ID: 25387
  1. If you have not created a customer account for the customer who wants to rent a service, do so now.
  2. On the top ribbon, click the Invoice/Quote module.
  3. Select the customer account.
  4. In the first Part Number box, enter the part number for the Deposit. Adjust the price as needed.
  5. In the second Part Number box, enter the Rental Equipment part number.
  6. On the bottom ribbon, click Store Transaction.
  7. In the Store Transaction window, select Quote.
  8. In the Name box, enter the name of the customer.
  9. In the Memo box, add a memo about the provided service. Example: RENTAL 2DAY – Lawnmower EXP: 5/8/16
  10. Click F12 Store.
  11. Now that the quoted invoice has been stored, click Cancel twice to clear the Invoice/Quote module to a blank invoice.
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Printed on: 9/25/18