Invoice for Broken Items

Harry B. shared this question 8 hours ago
Answered

I have a customer who has a long-term rental and they have damaged an item. I want to bill them for the repair, What's the best procedure to do this? I want to send a picture of the broken item. I am trying to avoid using one of my inventory slots when I create an invoice for them. I want to bill it on a separate invoice apart for their current event. Thank you

Comments (1)

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On the leads page when you search for a rental to add to the lead there's also an option to "Quick Add" an item. This wouldn't count towards your subscription. You would have to send the picture through the email. You can add the picture as an attachment to the new lead and then use a variable for this in the email template to send any pictures

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Question if I use a quick add, doesn't it add it to the current event I want to do a separate invoice for this broken item.

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yes, create a new lead and add a "quick add" item

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