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Cash Customer vs Account Customer

Last Updated: Oct 10, 2017 11:11AM CDT
Do you have customers that pay “on account” and customers that pay at the time of the rental?  These types of customers can be known as account and cash customers.  The true difference within Essentials from these two types of customers is when they pay their rental transaction.   
For you to be able to differentiate your “account” customers from your “cash” customers within Rental Essentials, you want to place a message in the comment field within the customer record. You can do so by editing the customer information from the More on the counter menu and choosing Customers.  You can also find the customer list under Admin-People-Customers.
By adding the word “Warning” in front of the message, the message will now show up as red on a transaction.  This “warning” message will show up under the customer information on the transaction overview.  The customer will NOT see this message.
If the word “Warning” isn’t at the front of the message, the message will remain black but will still show under the customer information on a transaction.

Need further assistance?  Click Here to reach out to a support team member.  Or, click the Live Chat feature found at the bottom right of the screen to instantly chat with a support team member.

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