Hi there,

We’ve added a new feature that allows you to automatically reserve inventory for quotes for a specific number of days, ensuring that items stay on hold while your client decides.

You can configure this under Settings -> Orders section using the new option:

“Reserve Inventory for Quotes (Days)”

• Setting this to 0 means inventory will not be reserved for quotes.
• When enabled, newly created quotes will hold the selected inventory for the specified number of days.
• The reservation will be displayed on the quote page as:
  “Reserved Until [Date, Time]”

• You can manually release the hold at any time by clicking “Release Reservation” within the quote.

Changing this setting only affects new quotes — existing quotes will continue to honor their original reservation period.

Hi there,

We’ve released an update to make it easier to spot overbooked sets!

Previously, only the overbooked product within a set was highlighted in red on the order’s availability chart. If the set was collapsed, it could be harder to notice that something inside it was overbooked.

With this update, when a product within a set is overbooked, the set name itself will also be highlighted in red—so you’ll see the alert even if the set is collapsed.

Hi there,

You now have the option to filter your notifications based on the Managed By and/or Sales Person on the transaction.

Once filtered, the notification bell will exclusively show notifications for transactions with the selected user you've filtered for.

Click on your notification bell, then click on All Notifications. Once you navigation to the full notification list, you'll see the fields to filter by Managed By and Sales Person where you can select the user you'd like to filter for. Once you've selected the user, you'll notice the list of notifications will filter to the number exclusively related to transactions for that user.

If you have any questions about filtering your notifications, please reach out to our support team either through the chat or by emailing us at [email protected]!

Hi there,

We've updated and enhanced our QuickBooks Integration!

You now have the option to choose which date is syncing for your Invoices. Previously, our integration only allowed for the creation date to be sent as the invoice date and the invoice due date. Now with this update you can choose to send the Quote/Order Start Date as the invoice date.

If you have any questions, please reach out to our team!

Hi there,

On your Income By Location report, you can now run your report based on Delivery Address in addition to Billing Address. When running the report, you'll now notice the Address Type option which enables you to get data based on the Delivery Address or the Billing Address.

If you have any questions about this or anything in Rentopian, please reach out to our team either through your chat or by emailing [email protected]

Hi there,

In many of your email templates regarding client actions (like payment received from client, or contract signed by client) you now have the option to send these to the Managed By and/or the Sales Person of the transaction.

To activate this option, find the email template for the email you'd like to send to the Managed By or Sales Person. You can find these in you Settings --> Emails and Templates and then under the Templates tab (or many are linked in the Automated Emails tab as well. Once you've found the template, you'll see the option to Send To Managed By and Send To Sales Person under the Additional Recipients section.

If you have any questions about sending emails to the managed by or sales person, please reach out to our team either through your chat or by emailing [email protected].

Hi there,

In your Transaction List, you can now drag and drop Quick Filters to set the order they appear. You’ll also see a count of how many transactions match each filter.

Additionally, you can choose whether saved Quick Filters are private (visible only to you) or shared with your entire team. To share a filter, select Visible to All Users when creating it.

If you have any questions about Quick Filters, please reach out to our team either through your chat or by emailing [email protected].

Hi there,

We’ve identified and resolved a minor discrepancy in how Rentopian handles rounding for line item to calculate totals. In certain cases, this was causing a minor difference (around $0.01 or more) between individual line items and the overall invoice total.

To address this, we’re updating the calculation logic to ensure greater consistency and accuracy.

This change will go into effect on Tuesday, September 9.

What to Expect:

• The update will not affect closed transactions.
• It will apply to any existing transactions that are edited after the update.
• Invoices may reflect a very slight increase or decrease—typically no more than a cent—due to improved rounding precision.
• If needed, fees (positive or negative) should be added to adjust the totals to match previous amounts. Check out our Knowledge Base guide on this for instructions.

If you have any questions or would like help making adjustments, our team is here to support you. Please don’t hesitate to reach out!

Hi there,

When managing an Add-On Only product, you now have the option to mark it as Only one per transaction. This was designed to help with products that need to be included in a transaction but you don't need more than one (like a hand trolly or ladder).

If you have any questions about creating add-on only products or marking them only one per transaction, please reach out to our team.

Hi there,

In your delivery settings, you can now have time-based fees, like off hours or weekends, included in your delivery fee calculations!

In your Delivery Settings under the Delivery Time Based Rules you can select the hours and days and the additional fee to be added:

If you have any questions about adding time-based fees to your delivery calculations, please reach out to our team either through the chat or by emailing [email protected]!