How to enter the rental contracts from your legacy system

Entering Rental Contracts – First Month Transition

During your initial month of using Latner, all active rental contracts must be entered into the system. For contracts where equipment is scheduled for return on the 1st, 2nd, or 3rd of the following month, it may be more efficient to complete the final invoicing within your previous system before migrating those records.

Key Requirements

• Invoicing: All rental contracts must be invoiced through to the final day of the previous month in your legacy system.

• Start Dates: The start date for all equipment should be recorded as the 1st day of the month.

• Sales Items: Do not re-enter sales items (e.g., transport) that have already been invoiced in your previous system.

• Contract Reference: Enter the corresponding rental contract number from your legacy system into the Internal Notes field of the Latner rental contract.

Speak with Latner about whether your rental contracts can be imported from your legacy system.