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Process Rental Return for Lightning

Learn how to process a Rental Return.

Goal

Learn how to process a rental return. To reduce confusion, editable fields contain a white background and gray fields are non-editable or locked during its stage of the process.    

 

Note: Before completing a Rental Return you must have a cashier entry. Cashiered total must equal Total Charges. An error window will popup to remind you  to enter a cashiered event. This will be the last step before clicking Process Return.

 

First Step - Open Rental Agreement

  1.  Open desired Rental Agreement.
  2.  Click Start Return.

Second Step - Enter Return Details Information

  1. Enter the vehicle return date in the Return Date field.
  2. Enter the vehicle mileage upon return in the Return Mileage field.
  3. Select the percentage of fuel remaining upon return in the Fuel Level on Return field. If fuel needed, enter the number of gallons required to Refuel Quantity field. Refuel Fee is not taxed.
  4. Enter a discount amount or percentage (if applicable, select one) in the Discount Percentage field or Discount field. 

 

Rental Agreements V3, click process return, details tab.png

 

Third Step -  Enter Fees 

The Fee tab allows you to add custom fees to a Rental Agreement. It is best to use this tab to include additional fees for fuel or damage fees. Fees may be taxed. For this example, there is no tax on Fees. 

  1.  Click the Fees tab.
  2.  Click New Fee.
  3.  Enter the description of the fee in the Fee Name field.
  4.  Enter the fee dollar amount in the Amount field.
  5. If the fee is taxable, click Taxable checkbox.
  6.  Click Save.

 

Rental Agreements V3, fees tab.png

 

After entering a Fee, you will automatically be taken back to the Fees tab where you can view recent entries.

 

Rental Agreements V3, fees .png

 

Fourth Step - Cashiering

Before a Rental Return may be completed you will need to include a cashiering event. Select and apply multiple payments or include a deposit. 

  1. Click New Cash Entry.
  2. Select the Payment Method.
  3. Enter the 3 digit Credit Card Authorization Code.
  4. Click Deposit checkbox if the payment is a deposit.
  5. Enter Total Estimated Charges in the Amount field.
  6. Click Save.

 

Rental Agreements V3, cashiering tab.png

 

View recent cashiered entries in the Totals tab.

The following fields are not taxed.

  • Mileage Overages
  • Refueling Fee
  • Adjustment Charges

Rental Agreements V3, cashiered visa.png

 

Fifth Step - Complete Rental Return

 

Note: Before completing a Rental Return you must have a cashier entry. Cashiered total must equal Total Charges. An error window will popup to remind you  to enter a cashiered event. This will be the last step before clicking Process Return.

Here is a screenshot of a completed Rental Return. As values are updated or changed in the Details tab and Fees tab, the Totals tab and the highlights bar will update as well. When you're ready to complete the Rental Return, click Process Return

 

Rental Agreements V3, click process return.png

 

 

Sixth Step - Print Rental Receipt

Click Print Receipt.

 

Rental Agreements V3, Rental Receipt (no correct street in the field) FINAL.png