Activity General Settings

Click on the Activity settings from the sidebar menu or from the main dashboard.  

If you subscribe to more than one activity, settings should be set individually according to that. Here in the screenshot below Bike and Ski are two different activities. Action needs to be set up for both activity settings and Message settings.

Click on the general settings tab and set the settings below.

1. Create Invoice: Creating the invoice can happen in three different stages.

• Advance invoice: An invoice creates automatically at the backend after the order is placed.
• Delivered: Manually can create the invoice after the items are delivered or once the order is placed at the backend, either in an open or delivered state.
• After Return: Manually can create the invoice after the items are returned or once the order is placed at the backend either in an open, delivered, or returned state. 

2. Add New Items To Invoice: Add the items(rent/borrow/sale items, Ad-hoc & payments) to the invoice either manually or automatically. When it is set on automated, the invoice will also update automatically when there are any changes under order details. 

3. Number Of Items Per Order: Limit the number of items per order on the order page. It means an end-user will be able to select only limited items while placing an order. 

4. Display Collect Down Payment: Enable displaying the collect payment button always or when there is no invoice. It is useful to collect the payment anytime at the backend when there is no invoice.

5. Pre-Authorize Security Deposit at Delivery: When delivering the item to the customer, Rentrax is holding a security deposit until the customer returned the item without any damage. Once the item returns in good condition, the status of the security deposit is void.

6. Site Background: Add a customized picture by clicking on “choose file.”

7. How to Confirm reservation: Accepting the orders manually or by the system would automatically confirm the orders. When the order is set on confirming manually, every order will go to the pending state and manually need confirmation. 

8. How to Close reservation: Automatically closing the order works when there is no outstanding balance amount paid, and manually closing the order works by clicking the order details page’s close button.

NOTE: When the setting is set on Manually close, there is an option to reopen the order again for adding any damage fee, etc.

9. SKU Sale Taxes: All tax items defined should comply with the requirements of your country and region.