Rentopian Rental Software News Center

Hi there,

The New Clients report now includes each client's email address, making it easier to welcome and follow up with new customers.

What's New:

• A new Email column in the New Clients report.

• The email is included when you export the report.

How to Use It:

• Go to Reports → Client Reports → New Clients.

• Choose your date range and run the report.

• Export the list to use it for welcome emails or follow-ups.

Benefits:

• Reach new clients without looking up each one.

• A ready-made list for thank-you notes and marketing.

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

Hi there,

Printed receipts now show the exact item names from the order, including one-off items you added on the fly.

What's New:

• Temporary (one-off) products added to an order now print with their name on the receipt.

• Pick-list product names and set titles also display correctly on receipts.

How to Use It:

• Print a receipt from the order as usual. Item names now match what you see on the order.

Benefits:

• Clear, professional receipts for your customers.

• Fewer questions about unnamed lines on a receipt.

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

Hi there,

The Scanned Items panel now lists your most recent scans at the top, so you can confirm what you just scanned at a glance.

What's New:

• The Products and Orders lists in the Scanned Items panel are now sorted newest first.

• The scan time column now sorts by the time of the latest scan.

How to Use It:

• Open the Scanned Items panel while scanning barcodes or tags.

• Your latest scans appear at the top of each tab.

Benefits:

• Faster confirmation during busy check-outs and returns.

• Less scrolling to find the item you just scanned.

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

Hi there,

When you add a new client or contact directly from an order, phone fields you have marked as required are now enforced, so client records stay complete.

What's New:

• The Phone and Cell Phone fields for clients and contacts are now checked as required when they are set as required in your account.

• A clear "required" message appears if a required phone number is left empty.

How to Use It:

• On an order, add a new client or contact as usual.

• If a phone field is required, enter a valid number before saving.

Benefits:

• Complete contact information on every new client.

• Your team can always reach the customer about deliveries and pickups.

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

Hi there,

Scheduled emails that are set to go to a specific contact type now reach every active contact of that type on the client, not just the first one.

What's New:

• If a client has several contacts of the chosen type, the first receives the email and the others are copied (CC).

• Only active contacts with an email address are included.

• Duplicate addresses are removed, so no one gets the same email twice.

How It Works:

• This applies automatically to your existing scheduled emails that use a contact type.

• No changes to your schedules are needed.

Benefits:

• Everyone who needs the message, such as all billing contacts, receives it.

• Fewer missed reminders and follow-ups.

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

Hi there,

Products sent to QuickBooks Online now land in the correct income account, keeping your rental and sales revenue properly separated.

What's New:

• Rental products use your Rental income account, and sale products use your Sale income account.

• If one of those accounts is not set, the default income account is used instead.

• The same rule applies when a product is first created in QuickBooks and when an invoice sync updates it.

• Updating a product's income account no longer rewrites the account on past QuickBooks transactions, so closed periods stay unchanged.

How It Works:

• Your income account choices from the QuickBooks settings page are applied automatically during sync.

• No action is needed; your next invoice sync uses the corrected accounts.

Benefits:

• Accurate rental vs. sales revenue in your QuickBooks reports.

• Historical transactions stay exactly as you booked them.

• Less clean-up work for your accountant.

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

Hi there,

Assigning serialized items on an order is now smoother and clearer.

What's New:

• The department filter in the Individual Items window now correctly shows every matching item, even in groups that are scrolled out of view.

• Error messages from that window are now shown as clear, readable notifications.

• The Individual Items button is shown only on orders where items can still be assigned; it is hidden on cancelled, deleted and returned orders.

• Better spacing around the order item toolbar buttons.

How to Use It:

• Open an order that contains serialized products.

• Click Individual Items above the order items table.

• Use the department filter to narrow the list, then assign the units you need.

Benefits:

• Find the right serial numbers faster.

• No confusing options on orders that are already closed.

• Clearer feedback when something needs your attention.

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

Hi there,

Multi-location businesses can now use the same SKU or barcode for the same item in different locations, matching how many rental companies label their stock.

What's New:

• SKU and barcode uniqueness is now checked within each location instead of across the whole company.

• Two locations can carry the same SKU or barcode for their own copy of a product.

• Duplicates inside one location are still blocked, with the error shown right on the field that needs fixing (including on each variant).

• The product import follows the same rule, so a spreadsheet can repeat a barcode for different locations.

How to Use It:

• Go to Inventory → Products and add or edit a product.

• Enter the SKU and barcode for each location as usual.

• If you see a "has already been taken" message, that code is already used by another item in the same location.

Benefits:

• Keep one labeling system across all branches.

• Easier imports when copying inventory between locations.

• Scanning still finds exactly the right item in each location.

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

Hi there,

Refunding a payment is now protected against accidental double refunds, so your books and your customer's card statement always match.

What's New:

• The Refund button locks as soon as you submit, so a double click or a slow connection can no longer send the same refund twice.

• Two people refunding the same payment at the same moment are handled safely: only one refund goes through.

• Each refund amount is checked against what is still applied to each invoice. If an amount is too high or not a valid number, the refund is stopped and a clear message explains why.

How It Works:

• Open a payment from Accounting → Payments and start a refund as usual.

• Enter the refund amount for each invoice and submit once. The button disables itself while the refund is processed.

• If you see the message about the refund amount, reload the page to see the current amounts and try again.

Benefits:

• No more duplicate refunds to undo with your payment gateway.

• Invoice balances stay accurate.

• Peace of mind when several team members work on accounting.

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

Hi there,

Your dispatching export can now include the on-site contact's name and phone number, and can hide client details, so drivers get exactly the information they need.

What's New:

• A new setting to show the on-site contact (name and phone) in the dispatching export.

• A new setting to hide the client name and phone from the export.

• A new On-Site Contact Phone column on the Dispatching page, shown next to the on-site contact.

• Shared contacts used as on-site contacts now appear correctly.

How to Use It:

• Go to Drivers → Dispatching and open the dispatching settings.

• Check Show On-Site Contact (Name and Phone) and/or Hide Client Name and Phone, then save.

• Export your dispatching list as usual; the file follows your settings.

Benefits:

• Drivers can call the person actually waiting at the venue.

• Keep client contact details private when sharing route sheets.

• Fewer calls back to the office on delivery day.

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