When taking the reservation, a deposit may be required by a specific date, prior to the reservation date out.
This deposit ensures that the customer is serious about
reserving the equipment, and having the payment in advance
eliminates confusion over when the customer should pay - on
delivery or at pickup.
If the customer is not available when the equipment is to be picked
up, it is sometimes more difficult getting payment for the
rental.
For a Cash customers, settings in the Company Contract Parameters can require that the customer pay the total Estimated Rental and/or any Security Deposit on rental equipment.
This report tracks the date when the reservation deposit was
due, and the amount requested.
It uses a cut-off date to list the reservations which do not have
the deposit by the requested date.
The report shows Reservation #, Customer Name, telephone #, Ship to
Name, Date Out, Deposit Required Amount, and Date Last Called.
It also provides space to hand write in the Next Call Date,
if the customer does not give the deposit by this date.
If the customer does not submit the deposit by the date requested,
use Log Reservation Deposit Reminder Calls
to follow up and set another date.
A "Deposit Required" can also be captured and printed on a
Rental Quote.
The "Deposit Required" only appears on this report after the Quote
is converted to a Reservation through the Convert Quote To Reservation.
The prompts are:
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