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1. Go to Cards > Sales > Customer to open the Customer Maintenance window.
2. Enter or select the customer.
3. Select Additional and then select Rental Information.
4. Enter information as needed in the following fields:
   • Credit Limit
     Enter the credit limit for the customer. If an amount was entered in the Customer Maintenance Options window, that amount will default into this window. If you update the credit limit here, this will update the amount in the Customer Maintenance Options window. This field will be disabled if the customer's credit limit is set to "No Credit" or "Unlimited" in the Customer Maintenance Options window.
   • Current Balance
     Displays the current credit balance.
   • Unit Limit
     Enter the unit limit for the customer. This field is enabled by marking the Credit Limits Unit checkbox in the Rental Setup window.
   • Current Units
     Displays the current unit balance.
   • Branch
     Select the customer's branch.
   • Rental Price Level
     Select the customer's rental price level.
   • Invoice Frequency ID
     Select the invoice frequency. The invoice frequency can be changed on the rental agreement.
   • Invoice By
     From the drop-down, select the invoice grouping option from Bill to Address ID, Ship to Address ID, or Rental Agreement.

   • Invoice Report Group
     Select the invoice report group. All invoices for the customer will be grouped based on the selection, however, you have the option to exclude an agreement from the grouping function by marking the Separate Invoice checkbox on a specific agreement. Use the Rental Invoicing Routine to create the grouped invoices. For more information, see Grouping Invoices Using the Rental Invoicing Routine. 

     note

     The invoice option will determine which version of the rental invoice a customer will receive.

     You must be using SOP Invoicing to group invoices. If you are using Receivables Management

   • Master Lease Agre. No.
   • Enter the Master Lease Agreement (MLA) number.
   • Date
     Enter the MLA date. This field is required if you entered an MLA number.
   • Rental Authorizations
     Enter the name, telephone number, and email address for up to three individuals authorized to rent.
   • Rebill Authorizations
     Enter the name, telephone number, and email address for up to three individuals authorized to rebill. This field is only available if you are using Service Management
5. Select OK.

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