Managing Rental Projects
Track the rental period, withhold part of the deposit, and process the return of a rented product.
Once a rental has been added to a cart and the sale completes, the rental lives on as a Project of the rental type. The Projects section is where staff track the rental period and the deposit per product, adjust how much of the deposit is withheld, and move the rental through to its return.
This page covers what's specific to rental projects — the deposit and return mechanics. For how project workflow steps, statuses, and the Go to next step action work in general, see Project Workflow and Status.
Prerequisites
The Projects tab only appears if Projects is enabled for your tenant and you have permission to view it. Ask your administrator if you can't see Projects in the navigation.
Finding a rental project
- Tap Projects in the main navigation.
- Open the project linked to the rental — rental projects are shown with a Rental badge.
Rental projects show two tabs at the top of the detail page:
| Tab | Contents |
|---|---|
| Rental | Rental info, the rented products with their deposits, and the linked order |
| General | Customer and partner details |
Non-rental projects don't show these tabs — their customer and partner cards are shown directly.
[Screenshot: Project detail page for a rental project, with the Rental / General tab strip visible under the workflow progress bar, Rental tab selected]
Rental info
The Rental info card summarises the whole rental:
| Field | Description |
|---|---|
| Rental from / Rental to | The booked period |
| Number of days | Whole calendar days in the period |
| Daily rate | Combined daily rate of all rented products |
| Total | Daily rate × number of days |
Rental products and deposits
The Rental products card lists every rented product on this project. Each entry shows:
- Product name and SKU
- Rental from / Rental to for that product
- Daily rate
- A Withheld deposit field
Editing the withheld deposit
The Withheld deposit field lets you record how much of a product's deposit to keep back — for example, to cover damage or missing accessories found when the item is returned.
- Tap the Withheld deposit field for the product.
- Enter an amount. It is automatically clamped between 0 and the product's total deposit amount — you can't withhold more than was taken as deposit.
- The full deposit amount is shown alongside the field for reference (e.g.
0.00 / 250.00).
If a product has no deposit configured, the field is shown as read-only instead of editable.
[Screenshot: Rental products card showing one product with name, SKU, rental dates and daily rate, and an editable Withheld deposit field showing "50.00" next to "/ 250.00"]
The linked order
Rental projects carry a single linked order — all rented products on the project come from the same sale. The Order card shows the order ID and an Open order button that opens the full order detail page.
Processing the return
The return is just another step in the project's workflow — the one carrying the deposit-refund action. Set the withheld amounts first, since they are only picked up when you advance into that step:
- On the Rental tab, set the Withheld deposit for each product being returned (leave at 0 for a full refund).
- Optionally add a comment in the next-step card.
- Tap the button for the return/next step and confirm in the preview dialog.
Advancing into the return step refunds each product's deposit minus whatever you've withheld on the Rental tab. Double-check the withheld amounts before confirming — this is the point at which the deposit is actually settled.
[Screenshot: Rental project's next-step card with a comment field and a highlighted next-step button, taken just before confirming a return]