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Knowledge Base Articles
Why are there so many places for an email address in a Customer record? Which one does Alert use?
Watch as Chris explains this email mystery. Different processes, pull different email addresses. Find out which you need, and which you can skip.
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If you are new to Alert, or just new to the Document Center, this document will make sending out Statements a breeze.
May 16, 2022
If you have any customers with special payment requirements, specific equipment requests, or perhaps your Customer sends in employees to pick up rental items, but wants to verbally approve before any new contract is written. You just never know with Customers. Alert provides a convenient way to have these types of reminders pop up on […]
May 10, 2022
Do you have customers who want to regularly pay for Cycle Billings using a credit card on file? No problem. This document will help you set that up. It’s a great way to get your revenue faster!
You can back out a Sales to Rent transfer in three easy steps. Well, four steps. First you have to open the attached document.
Occasionally, you may want, or need to change a listed rental item price on a ticket. This document shows you the simple steps to override the listed price.
We’ve all done it, and we’ve all occasionally hesitated over saving or abandoning that ticket. What is the correct answer? This document will answer that question and has an easy to use flow chart on the last page for quick reference.
This one’s an oldie but a goodie. This video is an 18 minute overview of Subrents. We think you’ll find it helpful. https://vimeo.com/704551780/91f7ea35bb
April 29, 2022
Alert provides an easy way to provide your customers a price break for rain days, when they are unable to use their rented equipment. You can decide which rental items will be available for rain day discounts and update all your Rental Items at once by activating the Rental Class flag using Import/Export.
April 26, 2022
–Report showing top 20 AR customers for chosen period of time. define date idate1 = parameter prompt “Enter Starting Date” ; define date idate2 = parameter prompt “Enter Ending Date” ; where ( cs_inv:cs_icreate_date >=idate1 and cs_inv:cs_icreate_date <= idate2 ) and cs_main:cs_type_code = “AR” sum/nobanner/duplicates/domain=”cs_inv”/Title=”Top 20 AR Customers by Date Range” cs_inv:cs_iamount/heading=”Amt Billed” cs_inv:cs_ipaid/heading=”Amt Paid” […]
April 21, 2022
Alert’s Cycle Billing feature allows you to pause a billing on an active Cycle Bill. The attached document will take you through it, step by step.
April 19, 2022
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