EZRentOut FAQs Faqs
Rental Business Management FAQs
At EZRentOut, we are committed to provide an unmatched support experience. You may use any of the following possible means of communication with us:
- 1. Email – support@ezo.io
- 2. Blog – https://ezo.io/ezrentout/blog/ – great place to start off and read about our existing and upcoming features.
FAQs of EZRentOut are listed below:
Account/Users Related (16)
Asset (10)
Asset Labels / Tags (12)
DYou can choose to print pictures with labels if you like. When designing a label (More → Printout Templates → Edit an existing one or create new), include all necessary information from the design elements given with the canvas. Don’t … Continue reading →
You can use EZRentOut to print professional labels (Learn More). However, if you’d like to go for commercial printing, you may need to handover the Print Label data to your printing service. This option is available by default and can … Continue reading →
There are two main scenarios that require printing the labels even before you add the relevant items to your account. 1. Commercial Printers who would print in bulk for you e.g. 1000 labels per order. Say you have 500 in … Continue reading →
Yes, you can generate QRCodes in advance, using the following steps: 1) Creating (placeholder) assets and populate any fields that you may require. See more. 2) You can now generate QRCodes and even print labels for the assets in advance.
You cannot generate URLs for QR codes of items without using EZRentOut. It has to be routed through logging into the EZRentOut account only.
Yes, you’ll need to disable Single Step Printing for that. To do this, hit the bell icon in the upper right and go to Print Queue. Uncheck ‘Enable Single Step Printing’ – this will hold all the print commands in … Continue reading →
We recommend QR Codes since they have a richer data representation capability and we expect them to replace bar codes as a standard in the future. However, we fully support legacy barcodes as well. If you chose to go with … Continue reading →
Your asset label size and material will be determined by the size, type and use of your assets. Smaller assets like wireless mice may need compact labels where as a power drill used in construction projects may need larger, more … Continue reading →
1. Go to More → Print Label Template → Add New Template 2. Create a canvas where you drop all the attributes on to the canvas including ‘Display Picture’. Remember these are the attributes you would also want on a … Continue reading →
You can also associate an Identification Number with every item for more personalized identification. The Identification Number field can be edited in the item details for each item. This is not a mandatory field, but is commonly used for the … Continue reading →
There are two ways to go about it. a) You can design the labels in the printers’ utility using the EZRentOut data b) Or you can print directly from EZRentOut. Printing via Utility 1) Make sure that the printer utility can … Continue reading →
TEZRentOut assigns an item # for every item that you add to your account (also referred to as asset # and inventory # depending upon the context). The first item that gets added is #1, second is #2 and so … Continue reading →
Customization (6)
Custom Fields (7)
Importing Data (11)
Inventory (9)
Mass Data Actions (9)
Company URL (2)
Webstore (8)
Pricing And Packages (8)
Misc/General (12)
Payments (17)
We are PCI compliant (http://en.wikipedia.org/wiki/Payment_Card_Industry_Data_Security_Standard) and comply with US federal laws governing financial transactions.
To download your invoices, go to Settings -> Billing -> Invoices.
To change your credit card on file, go to Settings → Billing → Upgrade your EZRentOut account → Choose a plan → Enter Credit Card Details → Submit.
Please email us at info@ezrentout.com.
We integrate with any merchant PayPal standard account. This includes support for PayPal Express.
Cloning an Order: You can clone any order, any time. Say if a construction company often takes out a set of field equipment. And they always insist on the same items. In such a case you can clone any earlier … Continue reading →
Cancellations can happen at any time; there are no hidden charges or fines. To cancel your account, log in as the account owner and go to Name -> Billing. At the bottom, you can see the “Permanently Close Account” heading. Click … Continue reading →
Based on the mode of payment, you have the following options: 1. Credit Card (Stripe) If you have Credit Card payments enabled via Settings -> Add-Ons, you can use the Charge Payment -> Pre-Authorize feature. This will block the amount … Continue reading →
You can set up Authorize.net integration from Settings → Add Ons → Enable Payments through Credit Card → Use Authorize.net. Once you click Enable, you’ll be asked to enter your Authorize.net API Login ID & Transaction Key. To retrieve … Continue reading →
Web Order and Booked Web Order State: An Order goes through different states in EZRentOut. When a Customer places an Order through the Webstore, its termed as a Web Order in EZRentOut. This happens when auto-booking is disabled. Businesses can also cancel Web … Continue reading →
There’s a difference between a void order and void payment. If there were any errors in the order, an order can be marked as VOID and a new order can be created. This can only be done when an order … Continue reading →
On the EZRentOut Webstore, users can charge a portion of the rental at the time of checkout. This mitigates the risk of Customers abandoning rentals at the last moment. Ensuring that they pay a portion of the fee helps bind them … Continue reading →
You can charge a payment for multiple Orders to the same or different Customers in one go. To do this, do the following: Go to the Order Listings page and multi-select Orders you need to charge a payment for. Click … Continue reading →
If a Customer in EZRentOut has multiple outstanding invoices and you charge payment to one of these, QuickBooks automatically applies the amount to the oldest outstanding invoice. This is a QuickBooks Automation feature but if you’d like to manually apply … Continue reading →
When entering cash payments, you can enter the cash amount the customer paid. The system will then automatically calculate how much change is due. To do so, open a particular Order and click on ‘Charge Payment’. A dialog box appears … Continue reading →
If you are unable to refund a payment and are getting an error, it may have occurred due to the following reasons. Your transaction is unsettled, an invalid type, wrong currency type, has an invalid transaction ID, or settled more …Continue reading →
Printing Labels (6)
Orders (21)
If an order only has inventory (i.e. Items to Sell), it’s treated as a Sale Order. When you hit the Rent Out button, the order is marked completed and the inventory is sold as per the quantities and pricing details … Continue reading →
Yes. You can sell as well as rent out items in EZRentOut, in a single order.
If the Return Date is in the past for an order, you can just add it as a normal order. When you Rent Out this order, EZRentOut looks at the Return Date and informs you that this is going to … Continue reading →
Cloning an Order: You can clone any order, any time. Say if a construction company often takes out a set of field equipment. And they always insist on the same items. In such a case you can clone any earlier … Continue reading →
There are two ways you can set up such charges as part of an order: – Set them up as inventory – Enter the charges on the go As Inventory: Add an inventory item for each charge e.g. an inventory … Continue reading →
EZRentOut comes with a predefined set of fields for Orders and Items. However, if they are not sufficient for your needs, you can add custom fields from More → Custom Fields → Order. For example, you want to add a … Continue reading →
There are two ways to add a legal agreement / disclaimer / rental agreement / liability clause to an invoice: 1. Add the clauses by going to Settings -> Policy -> Default Invoice Template -> Message on Invoice. This only … Continue reading →
If you go on the dashboard page and right below the calendar there is a ‘Get ICAL URL’ button. This button provides a link which can be integrated to calendars. You can then go to the Google Calendar -> dropdown … Continue reading →
Based on the mode of payment, you have the following options: 1. Credit Card (Stripe) If you have Credit Card payments enabled via Settings -> Add-Ons, you can use the Charge Payment -> Pre-Authorize feature. This will block the amount … Continue reading →
If your customers ever need to get equipment replaced or swapped either because it’s faulty or needs maintenance, you can use the swap and replace feature in EZRentOut. To Swap items, enable swapping from Settings -> Add Ons -> Swap … Continue reading →
To do this, you will have to customize an invoice template for Orders having bundle line items. Follow these simple steps: Go to More → Printout Templates → Orders → Click ‘New Printout Template’. Choose ‘Invoice’ as your Order printout type, and hit … Continue reading →
Here’s how it works: 1) From an order’s detail page, use the email option icon (see image below). Note: This option will play out only if the customer has an email address added to the customer details. Learn More 2) … Continue reading →
While you can’t put a ‘Completed Order’ back into the ‘Rented Out’ state you can make another copy of the Order and put that in the draft state and then delete the original Order. To do this: 1. Go to … Continue reading →
Web Order and Booked Web Order State: An Order goes through different states in EZRentOut. When a Customer places an Order through the Webstore, its termed as a Web Order in EZRentOut. This happens when auto-booking is disabled. Businesses can also cancel Web … Continue reading →
There’s a difference between a void order and void payment. If there were any errors in the order, an order can be marked as VOID and a new order can be created. This can only be done when an order … Continue reading →
To do this, enable ‘Availability of Overdue Items’ in Settings → Company Settings → Policy. With this setting in EZRentOut, Overdue Items (assets and asset stock) are treated as ‘Available’ by the system. This means you will be able to … Continue reading →
EZRentOut allow Users to be able to add and return items in a rented out Order. To do this, go to Settings → Company Settings → Policy → Edit Rented Out Orders → Click ‘Enabled’. Hit ‘Update’ at the top … Continue reading →
At EZRentOut, we try to make things easy for you by providing you with default templates and frameworks to keep things organized. This is why we’ve given you the Order# to help you keep tabs on Orders easily. However, if … Continue reading →
It is allowed – as long as the sum of the Rented Out Date and the recurrence span equals the current date or a future date. Here is why that is: When a user wants to add recurrence to an ongoing … Continue reading →
You can embed images directly within an Order Template by going to More → Printout Templates → Order tab and either creating a new template or editing an existing one. In the ‘Details after line items’ section, click on Free … Continue reading →
Mobile App (1)
Integrations (13)
Customers (5)
Company Settings (6)
Invoicing (6)
Authorize.net (3)
Reports (2)
Signatures (2)
QuickBooks (16)
Here’s how you can install the latest version of the Sync Utility: For Versions up to EZRentOut Sync Utility 1.6: 1. Go to Control Panel -> Programs & Features. 2. Right-click on EZRentout Sync in the list, and click on … Continue reading →
The tax didn’t apply quite right in my QuickBooks invoice. What should I do? Make sure the Default Sales Tax Code is associated with same sales tax in QuickBooks as your EZRenout Tax. To check Default Tax Code : Open … Continue reading →
We support integration with the following versions of QuickBooks Desktop (2012 or later): 1) QuickBooks Standard 2) QuickBooks Pro 3) QuickBooks Pro Plus 4) QuickBooks Premier 5) QuickBooks Enterprise We also integrate with QuickBooks Online.
Currently, QuickBooks only provides an advanced inventory module in QuickBooks Enterprise. 1) Go to Company -> Preferences -> Item & Inventory -> Advanced Inventory Settings. 2) Click the checkbox: Multiple Inventory Sites is Enabled. 3) Save the settings. 4) Run … Continue reading →
1) Go to Company -> Preferences -> Item & Inventory. 2) Click the checkbox: Inventory and purchase orders are active. 3) Save the settings. 4) Run the EZR Sync Utility again.
This error shows up when an item was initially created in QuickBooks, synced with EZR, and then made inactive in QuickBooks. In order to sync again, you will have to mark the item as active again in QuickBooks. To check … Continue reading →
QuickBooks has a feature called Sub Customers that is used for tracking multiple contacts for the same business (or even to track multiple projects for a customer). In EZRentOut, we recommend using the Business/Account field under ‘Customers’ to manage multiple contacts … Continue reading →
Here’s a step-by-step guide showing you how to integrate your EZRentOut account to QuickBooks Desktop. Your download will start automatically in 3 seconds…
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QuickBooks Online has now made reverting to old sales tax center possible now. If you’ve migrated from manual to automated sales tax, after logging into to your account, please follow these steps: 1. On the left pane of the homepage, …
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The following only applies if you’ve synced your EZRentOut Account with QuickBooks. The Sales Tax in your EZRentOut Orders is automatically synced from QuickBooks. If the Sales Tax becomes $0.00 in a QuickBooks Order, it shows up as $0.00 in …
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The overpaid Orders in EZRentOut cause major discrepancies in QuickBooks Online i.e. the additional amount is transferred to the Customer’s credit. This results in a change in Payment amounts in QuickBooks as well as EZRentOut. For the same reason, such …
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If a Customer in EZRentOut has multiple outstanding invoices and you charge payment to one of these, QuickBooks automatically applies the amount to the oldest outstanding invoice. This is a QuickBooks Automation feature but if you’d like to manually apply …
Continue reading →
When running the EZRentOut Sync application, some EZRentOut Orders might not sync to QuickBooks Desktop because of an “Invalid Reference” error. This happens because the associated EZRentOut Customers or items do not exist in QuickBooks. To resolve, Identify Orders that …
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If you are trying to sync an invoice from EZRentOut to QuickBooks Online, you might come across the following error: This error occurs because midway the sync, your connection is lost. As a result of this, the invoice is created …
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The user adds a taxed item in an Order and syncs them with QuickBooks. Then, after successful sync, the user removes the taxed items and adds untaxed items to the Order and tries to sync them with QuickBooks. This results …
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