Rental file details

Checking the record and its state

First verify that the title, identifier and active company or account match the record you intended to open. Read status information before editing: it determines which actions are available and whether the record can still change. Buttons can be disabled or absent because processing is underway, the state no longer permits the action, or your user lacks the required permission.

After an action, wait for the page to reload and confirm the new status instead of immediately repeating it. If an error appears, keep the record open and use the message to decide whether input must be corrected or the page should be refreshed. Return to the overview to confirm that searches, totals and status filters reflect the change.

Manage one rental from start to invoicing. Edit Name, note, project and internal remark; Customer is fixed. System shows creation and modification. Use Save or Reset.

Rented products show product, quantity, start, expected return and expected price. Open details, register a return or add a product. Return releases linked stock and moves the item to Returned products, where actual date and total are shown. Undo return restores it before invoicing.

Invoiced products show price and linked invoice. With no pending changes, download PDF, rent a product, invoice returned items or delete the file. Invoicing creates a draft sales invoice for all returned items; review and complete it under sales invoices.

Tables and row actions

For rented items, the eye opens details. Register return calculates the effective period and releases linked serial numbers, so confirm physical return first. Undo return corrects a mistaken return before invoicing. Invoiced rows open their sales invoice.

PDF, invoicing and deletion

PDF is a snapshot and changes no status. Invoice returned products combines all current returns using customer and administration defaults and creates a draft sales invoice for review.

Warning: invoicing changes item status and creates a sales document; do not use it as a test.

Delete requires confirmation and may be unsuitable with active products or history.

Questions

Invoice is absent with no returned items or pending form changes. Customer is fixed because products and invoices belong to the original customer.