Updated: 26.01.2023

Document Texts Rental

TRASER Rental 365 allows you to add individual texts and text templates to documents. Via document text templates you can define pre texts and post texts, as well as texts to be used in payment terms. These template/texts can be edited document-specific at a later time and will be displayed on the selected documents and printed reports.

Document texts can be defined for rent orders in the rental area.

Defining document texts for rent orders

You can define document texts for certain rent orders. These will then only be valid for this rent order. Please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Rent Orders in TRASER Rental 365.
  • All created rent orders are displayed.
  • Select the rent order to which you want to add document texts.
  • Select Related > Document Texts from the menu line.
  • The window Edit – Document Texts – Rent Order is displayed. Here you can set the Document Text Template and the translations of the before and after text of the payment terms specifically for this rent order.

For all further information on setting up document texts, please refer to the Document Texts section.

View document texts in posted rental invoices and rental credit memos

You can view the stored document texts in posted rental invoices or posted rental credit memos. To do this, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Posted Rent Invoices or Posted Rent Credit Memos in TRASER Rental 365.
  • All posted rent invoices and rent credit memos are displayed.
  • Open the posted rent invoice or rent credit memo of which you want to view the document texts.
  • Select Related > Show Document Texts from the menu line.
  • The page Posted Rent Invoice or Posted Rent Credit Memo is displayed in which you can view the stored before and after text as well as the payment terms text. This page is not editable.

For all further information on setting up document texts, please refer to the Document Texts section.

In the next chapter you will learn everything important about creating contract messages.

Continue with next chapter