You can manage customers in upcoming or active rental orders by adding or deleting them as needed.
Adding Customers to an Order
Navigate to Orders:
Go to your upcoming or active orders page and select the order you want to edit.
Add Customer:
Click the + icon on top of the customer cards.
Select Products:
Choose the products for the new customer.
Click Continue.
Enter Customer Information:
Fill in the required details.
Click Update order.
The payment status will update automatically, showing the remaining price to be paid. Handle extra charges manually and assign respective article IDs if necessary.
Removing Customers from an Order
Select Customer Card:
Click the more icon next to the customer's name on the customer card.
Delete Customer:
Select Delete from the dropdown.
Confirm the action.
If the customer has already paid, you may process a refund or release their deposit as needed.
Note: Every order must have at least one customer. To remove the only customer in an order, you must cancel the entire order. Removing a customer who is the primary contact does not change their status as the primary contact for the order.
Limitations
Customers can't be edited
in a subscription order
in a sales order
in a completed order
in a delivery order