Rentopian Rental Software News Center

Hi there,

When you email a report from Rentopian, the attached file is now built the same way as a downloaded one — so what lands in your recipient's inbox looks exactly like what you see on screen.

What's New:

• Emailed PDF, Excel, CSV, and JSON attachments are generated from the report you are actually looking at, including your column selections, filters, and totals row

• PDF attachments keep the same layout rules as a download, switching to landscape and adjusting text size for wider reports

• The email form validates the attachment before sending, so an incomplete file is not emailed out

How to Use It:

• Go to Reports and open any report

• Set your filters and columns the way you want them

• Click the email option, choose your file type, enter recipients, a subject, and a message

• Send — the attachment your recipients receive matches the report on your screen

Benefits:

• No more re-exporting and attaching reports by hand to get the formatting right

• Recipients see the same numbers, columns, and totals that you do

• Wide reports stay readable in the emailed PDF

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

Hi there,

The Receivables by Date report now shows who owes you the money, not just the invoice number.

What's New:

• A new Client column sits between the invoice number and the balance due

• The column shows the client's first and last name, with their company name in parentheses when one is on file

• The column is included when you sort, search, and export the report

How to Use It:

• Go to Reports → Receivables by Date

• Pick your date and run the report

• The client name appears alongside each invoice in the results, and carries through to your PDF, Excel, and CSV exports

Benefits:

• Spot at a glance which clients are carrying an outstanding balance

• Chase down overdue invoices without opening each one to find the client

• Share a collections list with your team that reads clearly on its own

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

Hi there,

If you issue store credit to your clients and keep your books in QuickBooks, that credit now flows through automatically instead of being re-entered by hand.

What's New:

• Client store credit is created in QuickBooks as a credit memo automatically

• When a client applies their credit to an invoice, that credit application is sent to QuickBooks too

• If a credit is removed or reduced, the matching QuickBooks credit memo is voided or adjusted

• A background reconciliation keeps your QuickBooks credit balance matched to the balance in Rentopian when the two drift apart

• Payments that use a payment method already saved in QuickBooks now match to that existing method instead of creating a duplicate

How to Use It:

• Go to Settings → QuickBooks

• Connect your QuickBooks account if you have not already

• In the accounts section, choose an account in the new Account for store credit dropdown

• Save your settings — from that point on, store credit activity syncs on its own

Benefits:

• Your QuickBooks credit balances stay in step with Rentopian without manual entry

• Fewer duplicate payment methods cluttering your chart of accounts

• Cleaner month-end reconciliation, because credits and credit applications are already recorded

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

Hi there,

We've updated your navigation menu to better group your CRM items. Previously labeled Clients, your CRM now includes your Clients, Contacts, new Shared Contacts, Venues and Leads:

If you have any questions, please reach out to our team either at [email protected] or through the chat option!

Hi there,

You can now track salesperson commissions directly in Rentopian with a brand-new Commissions Report and its own settings area. Configure how commissions are calculated, then review earnings by salesperson without exporting to a spreadsheet.

What's New:

• A dedicated Commissions Report showing commission totals across your team.

• A drill-down view for each individual salesperson.

• A settings screen to define company-wide and per-user commission rules.

How to Use It:

• Go to Reports → Commissions to view the report.

• Click a salesperson to open their detailed commission breakdown.

• Open Commissions → Settings to set up your commission rules by company and by user.

Benefits:

• Give your sales team clear visibility into what they have earned.

• Keep commission rules and payouts consistent and auditable.

• Save time by replacing manual commission spreadsheets.

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

Hi there,

Product imports now honor each user's division access, so imported products land in the right place for your team.

What's New:

• The product import process now imports products according to the divisions a user has access to.

• Clearer validation guidance during import.

How to Use It:

• Start a product import as you normally would.

• Products will be imported in line with your division access.

Benefits:

• Cleaner, more predictable imports for multi-division businesses.

• Products stay within the boundaries of who should see them.

• Fewer cleanup steps after an import.

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

Hi there,

We've made a couple of reports more informative and accurate.

What's New:

• The Product History report now includes a Managed By column, so you can see who handled each item.

• The Tax by Payments report now includes store credit payments for a more complete picture.

How to Use It:

• Go to Reports → Product History to see the new Managed By column.

• Go to Reports → Tax by Payments to view totals that now account for credit payments.

Benefits:

• Better visibility into who is managing your inventory movements.

• More accurate tax reporting that reflects all payment types.

• More confidence in the numbers you share and act on.

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

Hi there,

We've made your payment methods more flexible for multi-division businesses and smoothed out the ACH refund experience.

What's New:

• Payment methods can now be assigned to specific locations.

• Saved cards are shown based on the payment method's division, so staff see the cards relevant to where they're working.

• Credit payment handling within payment methods has been improved.

• ACH refunds now process more reliably from the refund screen.

How to Use It:

• Go to Settings → Payment → Payment Methods to assign a method to one or more locations.

• When taking a payment on an order, saved cards will reflect the method's division.

• Process ACH refunds from the order's refund screen as usual.

Benefits:

• Cleaner, more relevant card selection for teams that operate across locations.

• Fewer errors when working with the right payment method.

• A more dependable refund process for ACH transactions.

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

Hi there,

For businesses that use DispatchTrack for delivery management, we've tightened the integration so your orders and manifests stay in sync.

What's New:

• Canceling or reverting an order now cancels or removes the matching DispatchTrack delivery order.

• Order exports to DispatchTrack have been extended with more detail.

• Rentopian can now import DispatchTrack manifests, bringing delivery information back into your orders.

• Additional delivery info is captured on order attachments.

How It Works:

• Once DispatchTrack is connected, order changes flow to DispatchTrack automatically.

• Manifest information is imported on a schedule, keeping your records up to date without manual steps.

Benefits:

• Delivery data stays consistent between Rentopian and DispatchTrack.

• No stale delivery orders left behind when plans change.

• Less manual reconciliation for your dispatch and logistics team.

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

Hi there,

Order product notes now carry through to your Purchase Order and Sub-Rental documents, so the details you capture on an order reach your vendors and partners.

What's New:

• Purchase Order documents can now display the notes attached to each order product.

• Sub-Rental documents can now display those same product notes.

• Notes appear directly beneath the item name for clear context.

How to Use It:

• Update your Purchase Order and Sub-Rental documents to include order notes.

• Add notes to a product on an order as you normally would.

• Generate or print the Purchase Order or Sub-Rental document.

• The product notes will appear next to the relevant item.

Benefits:

• Vendors and sub-rental partners get the full context for each item.

• Fewer back-and-forth questions about special handling or requirements.

• Consistent notes across your order and purchasing paperwork.

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