Actions

Within the “Actions” section in your order you find many ways to interact with the order.

This section mostly focusses on documents, emails and the cancellation of an order.

It contains the options to generate contracts, invoices, pick-up / and drop off protocols and send them via the pre-defined emails (see Emails section) to the e-mail address in the customer data of the order.

You can also always download them to save the pdf locally.

One important thing to note in regards to the documents (contract, protocols, etc.) is

versioning

Once a document has been created its contents will not change automatically, if you change the order.

So if you for example generate a contract and have the customer sign it (with the function “Customer signature for contract”), this contract will always remain the same.

If you then change the time range of the booking, or the contents of the cart, it will not be automatically reflected on the contract.

You would have to click on “Regenerate contract” to get a new contract without the customer signature.

The customer can then sign the new contract.

You can always view all versions, by clicking on “download contract”.

The same applies to protocols.

Invoices

Invoices differ from this behaviour, because invoices can not really be changed. Once you have generated an invoice you can no longer change the booking time range, or the cart.

So there are no past versions of an invoice, because an invoice is always final.

What you can change about the invoice is the customer data (if for example a wrong name has been entered) and this change can be brought on the invoice, by clicking on “generate invoice” again.

In actions you also find the function “Send confirmation mail”, which sends out the booking confirmation mail as defined in settings -> emails. (https://app.rentware.io/settings/emails).

Order cancellation

In Actions you also find the option “Cancel Order”. To learn more about it, see our article on Order cancellations.