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Customers
This is the home for questions about customer profiles / setup, rental histories, statements, customer-level settings, and more.
14 articles
How do I mark someone as "Undesirable" or put them on a "Do Not Rent" list?
What is a Customer's Statement? How do I view and send a Customer their statement? How do I process a payment on a Customer's statement?
What Customer “statuses” exist and what do they mean?
How do I add a Contact?
How do I change a Customer’s settings? What Customer settings can be updated?
How do I add an Insurance Policy or Certificate of Insurance (COI) to a Customers profile?
How do I tag a Salesperson to a specific Order or Customer?
How do I change the Primary Contact for a given Customer?
How do I create and send my Customers Forms to complete?See this article to send customers different kinds of forms, such as a Credit Application, Credit Card Authorization form or anything else
How do I add a Customer?
How do I view a single Customer’s Order history?
How can I filter my Customer list?
How do I ask a Customer to submit their contact information?
How do I edit a customer’s saved payment methods? How do I delete the credit card’s information?Follow the below steps in order to save or delete a customer's payment method