Rental Orders

When a customer places a rental order on your online store, the order appears on the Rental Orders page and you receive a notification to the email address linked to your store. You can track your rental orders (view detailed information and manage) on the Rental Orders page.

Here you can:

• Search for the corresponding orders.
• Sort the orders according to the payment, fulfillment, and creation statuses.
• Filter the orders according to the corresponding criteria.
• Change the view of the rental orders to a calendar or list.

Placing a Test Booking

Before managing real rental orders, it’s important to ensure your store’s rental process works as expected. You can place a test rental order for new projects, allowing you to validate system functionality without making actual purchases or using real customer data, ensuring everything is ready before processing live bookings.

To do so, click Place Test Reservation on the Rental Orders page.

The rental order appears on the Rental Orders page and you receive a notification to the email address linked to your store.

Tip: You can place multiple test orders until a real order is received, providing more flexibility during the testing phase. To do so, click Create Test Order on the upper-right side of the Rental Orders page.

Exporting Rental Orders

You can save the rental order data as CSV or XLS files for external use in the List View. To do so:

1. Click Export in the top right corner of the page.
2. Select the file format in the Export Rental Orders pop-up window that opens.
3. Click Export. The rental order information in the selected file format is sent to your email.
4. Open your email and click Download.

Tip: You can export the rental order data based on the searched and filtered results.

Viewing the Rental Order Details

To view the details of the selected rental order, click the order ID for which the information needs to be viewed. To view details about the ordered item, hover over the item.

Adding an Order Note

You can add a note to every rental order you receive. This serves as a reminder or a comment for you or your team members related to the corresponding rental orders placed by the customers.

To add a note:

1. Click the order ID. The order summary is displayed.
2. Enter the note in the text area in the Notes section.
3. Click Send.

Tip: To delete or edit a note, select the note from the list, click the Dotted Menu, and choose the appropriate option.

Changing Customers

You can update the customers of your rental order if they have completed the checkout process with different contact information. To do so:

1. Click the order ID on your Dashboard
2. Click Change Customer in the right-side corner of the order page.
3. Select the corresponding customer from the list and click Change.

Managing the Rental Orders

To manage the rental orders:

1. Click the rental order ID on your Dashboard.
2. Click the Dotted Menu in the right-side corner of the rental order page.
3. Select Print to print or download the order.
4. Select View Confirmation to view the order confirmation displayed to your customer.

Processing Rental Orders

Once the customer rents your product, the rental order appears on the Rental Order page, where you can track the progress of your rental orders.

Each rental order goes through a set of states. You can change the statuses of your orders according to the Order Payment Statuses. When you change the order status, the customer receives an email or SMS notification. You can configure the notifications sent to your customers upon order placement and status changes in Settings > Notifications> Order Notifications.

To process orders:

1. Click the order ID.
2. Click the corresponding button in the top right corner of the page.

Note: When taking an action, you will need to confirm it in the confirmation popup or fill in the corresponding text fields. If you confirm an action in a certain phase or state, you will not be able to reset it.

Order Payment Statuses

The following payment statuses are available for the orders:

Refunding the Payment

To refund the payment:

1. Click Refund in the top right corner of the order page.
2. Indicate the amount of adjustment refund and adjustment fee.
3. Click Refund.

Tip:

• You can partially refund the order if the customer returned some of the purchased items or there was an issue with the order. The status of the order is set as Partially Refunded.
• After the payment status is set to Refunded/Partially Refunded, you have to access your payment system dashboard and manually refund the money.

💡 If you have questions or concerns, contact us directly via the Live Chat box in the lower right corner. Our Support Team will provide you with top-notch quality support 24/7.