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How do I create an insurance rental?

Tyson Acker avatar
Written by Tyson Acker
Updated over 10 months ago

1. Start a new rental agreement following your usual process.

2. While creating the agreement set the “Agreement Type” to Insurance.

3. Add in the information for the Rental, Vehicle and Personal information, while clicking on "Save & Continue" each time.

4. Once the Insurance Information tab appears fill in the details required.

5. Select an Insurance Company from the drop down in the Insurance Company Field.

6. And further, fill in the details under the Claim Details section. The information to be added is typically:

Per Day Allowance.

Number of Days Allowed.

Maximum Allowance For Rental.

6. Once you fill in these details the rates will be split and in the summary of charges section.

Note: If you would like to create a split invoice for the insurance and the customer. Please follow the split invoice steps.

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