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DealerTeam

Set Rental Agreement Invoice by Location

Goal

Rental Invoices and Receipts are set to display DealerTeam managed forms until updated. Learn how to change the default Rental Agreement Invoice and Receipt by location to a custom form.

 

Attention, Users!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience.

 

Step One: Navigate to the Rental Invoice

  1. Click App Launcher.
  2. Enter Locations in the search bar.
  3. Click Locations.
  4. Select a Location.
  5. Click the Details tab.

 

Step Two: Set Custom Rental Agreement Contract Invoice

  1. Find the Rental Agreement Contract field.

  2. Double click inside the Rental Agreement Contract field.

  3. Enter the ContractFormName of the desired Rental Agreement Contract form.
  4. Click Save

 

Rental Agreements 2,  set custom RA if defaulted.png

 

Step Three: Set Custom Rental Agreement Receipt Invoice

  1. Find the Rental Agreement Receipt field.
  2. Double click inside the Rental Agreement Contract field.
  3. Enter the ReceiptFormName of the desired Rental Agreement Receipt form.
  4. Click Save

 

Rental Agreements 2,  set custom RA if defaulted.png