Rentopian Rental Software News Center

Hi there,

Document signing is now more flexible: you can set a default document for signing and control which team members are allowed to sign on an order.

What's New:

• A new "Default document for signing" setting pre-selects the right document whenever you share or sign on an order.

• Signing is now governed by permissions, so only authorized staff can sign documents.

• The share and sign options on the order screen were updated to reflect these controls.

How to Use It:

• Go to Settings then Order Settings and under the Layout section you can choose your "Default document for signing" under your order settings.

• Open an order and use the Share or Sign options — the default document is ready to go, and signing respects each user's permissions.

Benefits:

• Save time by not having to pick the signing document every time.

• Keep signing in the hands of the right people.

• A more consistent, controlled signature process across your orders.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

You can now require staff to fill in the "Referred By" field when adding or editing a client, so you always capture where your business is coming from.

What's New:

• A new setting, "Make Referred By Required," turns the Referred By field into a mandatory entry on client profiles.

• The requirement applies both in Rentopian and when clients are created or updated through the API.

How to Use It:

• Go to Settings and turn on "Make Referred By Required" under your client settings.

• From then on, adding or editing a client will require the Referred By field to be completed.

Benefits:

• Capture referral sources consistently across your whole team.

• Better data for understanding which channels and partners drive your business.

• No more client records with missing referral information.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Your data imports for venues and clients now support custom fields, so you can bring in all of your own data points during import.

What's New:

• Venue and client imports can now map and import custom fields

How to Use It:

• Go to Data Import and start a venues or clients import

• Map your custom field columns in the import mapping step and run the import

Benefits:

• Migrate complete venue and client records in one pass

• Less manual data entry after import

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Changes to email schedulers and auto-tasks now appear in your user activity history, so you always know who adjusted your automations.

What's New:

• Create, update, and delete actions on email schedulers and auto-tasks are now recorded in the User Actions report

• Each entry links straight to the affected scheduler or auto-task as well as details about what specific changes were made

How to Use It:

• Go to Reports → User Actions to review automation changes

Click on the Eye icon to view the affected scheduler or auto-task or Details to open a window with information about what specifically was changed

Benefits:

• Full visibility and accountability for automation settings

• Quickly trace when and why an automation changed

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

The auto-task condition for temporary products has been clarified and fixed so it triggers exactly when you expect.

What's New:

• The condition is now named Has Temporary Product

• It only considers standalone line items, so items inside a set no longer trigger it by mistake

How to Use It:

• In Auto Tasks, add the Has Temporary Product condition to a rule and then select "Yes" to include transactions which have a temporary product in them, or "No" to exclude transactions which have a temporary product in them.

Benefits:

• Accurate automation that fires only on true temporary products

• Fewer false-positive tasks for your warehouse team

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

We've added a new payment gateway, BlueSwipe, and enabled ACH payments for some of our other Network Merchants gateways — giving you more ways to get paid.

What's New:

• BlueSwipe is now available as a payment gateway option

• ACH is now supported on PayJunction, CardWell, and BlueSwipe, with ACH fee-rate settings in the gateway setup

• Saved billing addresses marked as "Other" are now honored on the authorization screen

How to Use It:

• Go to Settings → Payment Gateway setup and select BlueSwipe, or enable ACH on a supported gateway

• Configure the ACH fee rate and fee text if applicable

Benefits:

• More gateway choices to fit your processing needs

• Lower-cost ACH payments for larger invoices

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Automated payment emails no longer lock customers into a single payment method — they can now pick from the methods you've made available for emails.

What's New:

• A new Available in Auto Payment Emails toggle on Card and ACH payment methods

• Automated and workflow payment emails let the customer choose among the enabled methods

How to Use It:

• Go to Settings → Payment Methods and open a Card or ACH method

• Enable Available in Auto Payment Emails and save

CHECK OUT THE KNOWLEDGE BASE ARTICLE

Benefits:

• Customers pay the way that's easiest for them

• Fewer payment drop-offs from automated reminders

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

New role permissions let you limit a user so they only see the clients and orders they personally manage — ideal for sales teams where reps should stay in their own lane.

What's New:

• Two new permissions restrict visibility to records the user owns (managed-by client, and order owner)

• When enabled, the restriction applies across Clients, Orders, Quotes, Transactions, Dashboard, Search, Exports, picking/return/contract documents, and the Notifications list

• On the system notifications list, the Managed By filter is locked to the current user

How to Use It:

• Go to Settings → Roles and open the role you want to restrict

• Enable the managed-by restriction permissions and save

Benefits:

• Reps see only their own book of business

• Cleaner lists and better data privacy across a multi-rep team

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

You can now group your product categories into Departments and filter picking slips and reports by them — great for warehouses where different teams handle different parts of the catalog.

What's New:

• Departments group product categories together

• A new Product Departments multi-select filter on the Digital Picking Slip page

• Department filters added to the report filter panels, including the Global Packing Report

• Picking-slip filtering is permission-controlled

How to Use It:

• Set up departments under your product/inventory settings

• On an order's Digital Picking Slip, use the Product Departments filter to narrow the list

• Apply the same filter on order and packing reports

Benefits:

• Pickers focus only on the categories they're responsible for

• Cleaner, more targeted picking slips and reports

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Lost and damage fees can now carry a quantity, so charging for multiple missing or damaged items is fast and accurate.

What's New:

• Lost/damage fees now include a Quantity field (minimum 1)

• The fee total is multiplied by the quantity instead of assuming a single unit

• Returnable quantities on the return screen now total correctly for grouped items

How to Use It:

• On an order's Return screen, add a lost or damage fee

• Enter the quantity along with the per-unit amount — the total calculates automatically

Benefits:

• Accurate charges when several units are lost or damaged

• No more adding the same fee multiple times by hand

If you have any questions, please reach out to our team through the chat or by emailing [email protected].