This guide is for clients that use the Paladin integration with Point of Rental Essentials to process rental payments. Learn more about this integration.
How to use this guide
To get started and learn about the main features of this integration, read the FAQ section. If you are familiar with Paladin, this may be enough to get started. For detailed step-by-step instructions, see the How to procedures.
If you need to set up the Paladin integration with Point of Rental Essentials or have more questions about the integration, contact Paladin Support.
For help with Point of Rental Essentials, contact Point of Rental support.
This user’s guide contains the following Paladin topics:
- How to process a rental payment in Paladin
- How to process a refund
- How to process deposits and refundable fees
- How to connect a Point of Rental customer to a Paladin customer
How do I collect a rental payment in Paladin?
In the Invoice/Quote module, scan the rental contract barcode to add the amount due and rental customer to an invoice, and then collect and process the rental payment. When the transaction is complete, the payment is automatically recorded in Point of Rental and the invoice is saved in Paladin.
Tip All payment processing occurs in Paladin. Do not use the Collect Payment, Refund Payment or Automatic Billing features in Point of Rental Essentials.
In what parts of the rental process can I collect rental payments in Paladin?
Payments can be processed for rentals that are in the Reservation, Order or Received states in Point of Rental Essentials. Rental contracts that are paid in full when they enter the Received state are automatically Closed.
In Point of Rental Essentials, where do I find the remaining payment due and the amount already paid?
In Rental Essentials, when you open the contract, in the Totals pane, the Paid and Payment Due amounts show the what the customer has already paid, and the remaining contract balance.
Tip The Balance Due amount in the blue box shows the total balance due on other contracts for this customer. It does not include the amount due on the contract you are viewing.
Can I process a rental payment for less than the full amount due?
Yes. After you add the rental contract to the invoice, you can change the Price to the amount that you want to collect.
Can I add more than one rental contract payment to the same invoice?
No. You can process only rental contract payment per invoice in Paladin. If you try to process more than one rental payment per invoice, the payments will not be recorded in Point of Rental Essentials
How is tax applied on a rental contract?
Paladin calculates rental tax on rental payments on an invoice. Rental taxes are tracked and maintained in Paladin. Tax on rental contracts is computed and maintained in Paladin only. It is not recorded in Point of Rental Essentials.
Where are rental taxes defined?
Rental taxes are defined in Paladin by Paladin Support during the Point of Rental Essentials integration set up process. If rentals do not incur a tax in your location, Paladin Support will turn taxes off for rental payments. If you need to add or change the rental tax, contact Paladin Support.
How do I process a refund?
To refund a rental fee or portion of the rental cost, open the contract in Point of Rental Essentials, and delete the fee or change the rental price. Then scan or recall the contract in Paladin and process the refund.
Tip In Point of Rental Essentials, if you add or remove a charge/fee on a closed contract, the contract is automatically returned to the Received state.
How to I collect a deposit or refundable fee
The recommended way to collect a rental deposit is to require partial payment of the rental contract when the customer reserves or picks up the rental items. If needed, you can also add a refundable fee to the rental contract in Point of Rental Essentials, and then collect the fee. To refund it later, just remove the fee and process the refund. For more details, see How to process deposits and refundable fees.
Can I view rental transactions by customer in Paladin?
Yes. Paladin customer accounts are created from rental contract details. After the customer account is created, subsequent rental payments from the same customer are automatically associated with this account. In Paladin, a customer’s rental payments, in the Customers module, open the customer’s account. To see a list of the customer’s purchase, on the Credit tab, in the Sales History pane, click the Customer Friendly magnifying glass.
I have two Paladin customer accounts—rental and non-rental—for the same customer. Can I merge them?
Yes. When a rental payment is made, Paladin attempts to associate the payment with a Paladin customer account using a Point of Rental customer ID. Sometimes, a customer already has a Paladin account, but the Point of Rental customer ID is not associated with this ID. When this happens, you can merge these customer accounts by using this procedure.
Tip If you have accounts for the same customer in Paladin and Point of Rental Essentials, you can connect them prior to Paladin creating a secpmd rental account by assigning the Point of Rental Essentials customer ID to the Paladin customer using this procedure.
How to process a rental payment in Paladin
IMPORTANT: You can process only one rental contract payment per invoice.
Rental contracts in the Received state are automatically closed when they are paid in full.
- Verify that the contract is in the Reservation, Order or Received state in Point of Rental Essentials.
- Optional: To view the remaining payment due on an contract and the amount already paid in Rental Essentials, in the Totals pane, review these values:
- Paid: This is the amount the customer has already paid for this rental.
- Payment Due: This is the amount still owed on the rental contract. If this value is 0.0, the contract is paid-in-full.
- Refund Due: If the customer is owed a refund, this value appears instead of a Payment Due
- Do not use the Collect Payment, Refund Payment or Automatic Billing features in Point of Rental Essentials. All payment processing occurs in Paladin.
- The Balance Due in the blue box does not apply to the contract you are viewing. If this value is non-zero, the customer has outstanding balances on other rental contracts. The amount due on the current contract is not included.
- If there is a non-zero Payment Due or a Refund Due in Rental Essentials, open the Paladin Invoice/Quote module and start a new invoice.
- Scan the rental contract number or use recall the contract using one of the alternate methods below. The balance due and rental contract ID will appear on the invoice.
Alternate ways to recall the rental contract:
- In the Part Number box, manually enter B-C- followed by the contract number. For example, if the ID printed on the contract is “R-00009”, in Paladin, enter this: B-C-00009.
- Click Recall Transaction (or press F6), select Ecom and then select. A list of contracts in the Received state (only) will appear for the selected customer. To view contracts for all customers, select Show for all customers
IMPORTANT: Process only one rental contract payment per invoice.
- Optional: Change the Price value to the desired payment amount. Do this is you want to collect a payment that is less than the full payment due.
- Optional: Add any additional sale items (cannot be rental contracts).
- Click Checkout or press F8 and collect payment.
- When the transaction is complete, a receipt is printed, and the payment is recorded in Point of Rental Essentials. If the contract was in the Received state and is now paid in full, the rental contract will be automatically Closed.
How to process a refund
- Before you process a rental refund in Paladin, verify that the Refund Due amount in Point of Rental Essentials is correct.
- If you are refunding a fee, you will need to delete the fee from the contract in Point of Rental Essentials to include it in the Refund Due
- If you are modifying a rental charge, you must make this change in Rental Essentials before initiating the refund in Paladin.
Note: If the contract is already Closed, any edit that results in a non-zero Payment Due or Refund Due will return the contract to the Received state.
- In Paladin, scan the contract barcode. The refund amount will appear on the invoice as a negative price.
- In Paladin, click Checkout or press F8 and process the refund.
- After the refund transaction is complete in Paladin, the contract will be Closed in Point of Rental Essentials.
How to process deposits and refundable fees
The easiest and recommended way to take a deposit is to collect full or partial payment of the rental contract when the customer orders or picks up the rental equipment. To do this:
- In Paladin, scan the rental contract to recall the rental payment.
- Change the Price to the desired deposit amount and process the payment.
If you still prefer to add a refundable fee to the rental contract, you can use the Add Fee feature in Point of Rental Essentials and use the same process to collect the fee in Paladin. To refund this fee later, you can delete it from the contract.
Refundable fee example
You rent a pressure washer for a week for $300 and added a $100 refundable fee to the contract. When the customer picks up the equipment, you recall the contract in Paladin and collect $400 + tax (if applicable)
When the power washer is returned, you mark the equipment as received. Because the contract is paid-in-full, the contract is automatically Closed.
To refund the fee, you open the contract in Point of Rental Essentials and delete the fee. This returns the rental contract to the Received state with a Refund Due.
In Paladin, you scan the contract and process the refund.
When the refund transaction is complete in Paladin, the contract is automatically Closed in Point of Rental Essentials.
How to connect a Point of Rental customer to a Paladin customer
You can associate a Point of Rental Essential customer with an existing Paladin customer account by adding the Point of Rental ID to the Paladin customer’s alternate ID list. Afterwards, when you scan a rental contract for this customer, the rental payment (invoice) will be automatically included in the Paladin customer’s sales history.
If Paladin does not find a Point of Rental ID in the Paladin customer list, a new Paladin customer is created. This can cause you to have two accounts for the same customer. To prevent this, use the following procedure to connect Point of Rental customers with Paladin customers.
- Sign in to Point of Rental Essentials.
- Go to People > Customers.
- Click Export All Customers. This will create an csv file in the Downloads folder on your computer.
- Open this file in Excel. The Point of Rental customer IDs are in column A.
- To connect a Point of Rental customer with a Paladin customer, do this:
- Open Paladin and go to the Customers
- Open the customer account, and click the Electronic
- In the Alternate Customer IDs pane, click Edit ID Data.
- In the Enter Alt ID: box, enter the Point of Rental ID from column A in the spreadsheet.
- In the list, select Point of Rental as the ID type.
- Click Add/Enroll.
- Click Finish or press F12.
Note: If you receive a message that the ID is already in use, a second rental customer account may already exist. Use Advanced Lookup to search for the ID. You can use this procedure to merge the accounts.
- Repeat these steps for all Point of Rental customers that are in Paladin.
If you have questions or suggestions about this information, contact email@example.com.