# OnRent Events Help Center

> Help center for OnRent Events

## Getting Started

- [Summary bar](http://help.current-rms.com/en/articles/1035992-summary-bar.md): A quick overview of key sections on a page.
- [🎞️ Custom views](http://help.current-rms.com/en/articles/1048707-custom-views.md): See and sort the data in your Current RMS system by using custom views.
- [Participants](http://help.current-rms.com/en/articles/1035993-participants.md): Add participants to a variety of screens to specify who’s involved or associated with something.
- [Limitations on Trial Accounts](http://help.current-rms.com/en/articles/11650938-limitations-on-trial-accounts.md): This article lists all features and functionalities that cannot be used with a trial account.
- [Sign in to OnRent Events using Google or Microsoft \(SSO\)](http://help.current-rms.com/en/articles/1385531-sign-in-to-onrent-events-using-google-or-microsoft-sso.md): For convenience and additional security, use Single Sign On \(SSO\) to sign in to your system using your Google or Microsoft accounts.
- [Setting Up Two-Factor Authentication \(2FA\)](http://help.current-rms.com/en/articles/1767596-setting-up-two-factor-authentication-2fa.md): This is a guide about setting up Two-Factor Authentication \(2FA\)
- [Understanding How OnRent Events Is Hosted and Secured](http://help.current-rms.com/en/articles/1143534-understanding-how-onrent-events-is-hosted-and-secured.md): Information on how we host and manage your system to ensure a continuous uptime.
- [Manage Your Subscription and Billing Details](http://help.current-rms.com/en/articles/660464-manage-your-subscription-and-billing-details.md): Add or update your card, switch plan, and get copies of previous invoices from Billing Information
- [Cleanse your data](http://help.current-rms.com/en/articles/3167582-cleanse-your-data.md): Cleanse your data regularly to make sure that you get the most out of your data.
- [Erase some or all of your data](http://help.current-rms.com/en/articles/660481-erase-some-or-all-of-your-data.md): Want a fresh start? Use Erase Data in System Setup to delete some or all of the records in your system.
- [Deactivate or Delete a User Account](http://help.current-rms.com/en/articles/3798240-deactivate-or-delete-a-user-account.md): If you no longer need a user account, deactivate or delete it to stop people logging in with it and reduce your plan cost.
- [Reset your Password](http://help.current-rms.com/en/articles/10522259-reset-your-password.md): How to reset your password to get back into OnRent Events
- [Recovery Emails](http://help.current-rms.com/en/articles/10522563-recovery-emails.md): Recovering your account quickly if you lose access
- [Important Notice - Mandatory Two-factor Authentication](http://help.current-rms.com/en/articles/10552594-important-notice-mandatory-two-factor-authentication.md)
- [Troubleshooting 2FA](http://help.current-rms.com/en/articles/10807761-troubleshooting-2fa.md): Common errors with 2FA and how to fix them
- [Resetting the Two-Factor Authentication \(2FA\)](http://help.current-rms.com/en/articles/11131820-resetting-the-two-factor-authentication-2fa.md): This is a guide about generating a new QR code to relink your 2FA if you ever need to.
- [How can I reactivate my account and retrieve my data?](http://help.current-rms.com/en/articles/11736554-how-can-i-reactivate-my-account-and-retrieve-my-data.md)
- [The Platform is unavailable in these countries](http://help.current-rms.com/en/articles/11501638-the-platform-is-unavailable-in-these-countries.md): This article provides a list of all countries where the system is currently inaccessible.
- [Add or Update Your Payment Method](http://help.current-rms.com/en/articles/13390016-add-or-update-your-payment-method.md): You can add, update, or remove the card used to pay for your OnRent Events subscription at any time.
- [Switch Your Subscription Plan](http://help.current-rms.com/en/articles/13390021-switch-your-subscription-plan.md): OnRent Events offers both monthly and annual subscription plans. You can switch plans at any time.
- [View and Download Your Invoices](http://help.current-rms.com/en/articles/13390037-view-and-download-your-invoices.md): You can download copies of your subscription invoices directly from your system.
- [Close Your OnRent Events System](http://help.current-rms.com/en/articles/13390084-close-your-onrent-events-system.md): If you no longer need your OnRent Events system, you can close it from System Setup.
- [Tags](http://help.current-rms.com/en/articles/388042-tags.md): Categorize and sort your data using tags.
- [Filter by tag](http://help.current-rms.com/en/articles/1035994-filter-by-tag.md): Drill down into your data using the tag clouds found throughout the system.
- [File Attachments](http://help.current-rms.com/en/articles/388043-file-attachments.md): Upload key files directly to your system for easy reference.
- [🎞️ Favorites](http://help.current-rms.com/en/articles/388047-favorites.md): “Heart” or favorite your most used items in your Current RMS system to access them quickly.
- [Find things across your system using Global Search](http://help.current-rms.com/en/articles/4627702-find-things-across-your-system-using-global-search.md): Search contacts, organizations, venues, products, opportunities, projects, invoices, purchase orders, and more from one central screen.
- [Set up a single state tax](http://help.current-rms.com/en/articles/647257-set-up-a-single-state-tax.md)
- [Configure taxation using tax classes, rates, and rules](http://help.current-rms.com/en/articles/660479-configure-taxation-using-tax-classes-rates-and-rules.md): Set up taxes for your state or region.

## Core Modules

- [What's an opportunity?](http://help.current-rms.com/en/articles/388077-what-s-an-opportunity.md): Use opportunities to manage the whole order process in OnRent Events.
- [The main opportunities screen](http://help.current-rms.com/en/articles/384946-the-main-opportunities-screen.md): View all opportunities created over the lifetime of your system. See what needs your attention or filter the view to see historic data.
- [The four stages of an opportunity](http://help.current-rms.com/en/articles/107754-the-four-stages-of-an-opportunity.md): There are four stages of an opportunity in OnRent Events: inquiry, draft, quotation, and order.
- [Postpone an Opportunity](http://help.current-rms.com/en/articles/3895545-postpone-an-opportunity.md): How to postpone an opportunity
- [Opportunity Templates](http://help.current-rms.com/en/articles/11767605-opportunity-templates.md): This is a guide on how to create opportunity templates to streamline your workflow and save time.
- [Opportunity Notes](http://help.current-rms.com/en/articles/14655991-opportunity-notes.md): Use Notes to keep your team informed on important information related to an Opportunity.
- [Travel Scheduler Guide](http://help.current-rms.com/en/articles/14938922-travel-scheduler-guide.md)
- [🎞️ Create an opportunity](http://help.current-rms.com/en/articles/384979-create-an-opportunity.md): Use an opportunity to record general details, build an order, send out quotations, and manage your inventory & logistics.
- [Use the picker to add products and services to an opportunity](http://help.current-rms.com/en/articles/936509-use-the-picker-to-add-products-and-services-to-an-opportunity.md): Add products and services to an opportunity quickly using the picker.
- [Add products and services using the add new item screen](http://help.current-rms.com/en/articles/937169-add-products-and-services-using-the-add-new-item-screen.md): Provide more detail when adding your products and services by using the add new item screen.
- [🎞️ Choose accessories when adding products to an opportunity](http://help.current-rms.com/en/articles/1518548-choose-accessories-when-adding-products-to-an-opportunity.md)
- [Add text items to an opportunity](http://help.current-rms.com/en/articles/384966-add-text-items-to-an-opportunity.md): For ad-hoc or one off bespoke items, add a text item to your opportunity.
- [Clone an opportunity](http://help.current-rms.com/en/articles/384968-clone-an-opportunity.md): Clone an opportunity to create a copy of it.
- [Add services to an opportunity](http://help.current-rms.com/en/articles/384964-add-services-to-an-opportunity.md): In addition to products that you rent and sell, add services to your opportunities for things like labor, transport, and venue bookings.
- [Auto-populate opportunity item descriptions](http://help.current-rms.com/en/articles/16198735-auto-populate-opportunity-item-descriptions.md): This guide shows you how to automatically add product descriptions to opportunity items.
- [What’s the difference between default, mandatory, and optional accessories?](http://help.current-rms.com/en/articles/1518555-what-s-the-difference-between-default-mandatory-and-optional-accessories.md)
- [Introduction to the detail view](http://help.current-rms.com/en/articles/385086-introduction-to-the-detail-view.md): Allocate, prepare, book out, and check-in assets from the opportunity detail view.
- [🎞️ Customize the items list](http://help.current-rms.com/en/articles/385039-customize-the-items-list.md): Every opportunity is different. Re-order items and groups, change group names and create new ones, and change quantities and prices inline.
- [Edit an opportunity item](http://help.current-rms.com/en/articles/937554-edit-an-opportunity-item.md): Make changes to opportunity items in the list inline, or use the edit item screen to make advanced changes.
- [Managing Accessories](http://help.current-rms.com/en/articles/385041-managing-accessories.md): Accessories allow you to specify additional products that are rented or sold with a product. They're automatically added to an opportunity.
- [Discount items on an opportunity](http://help.current-rms.com/en/articles/385048-discount-items-on-an-opportunity.md): Discount items or groups manually or use automatic discounting.
- [🎞️ Set a deal price on an opportunity or group](http://help.current-rms.com/en/articles/1826147-set-a-deal-price-on-an-opportunity-or-group.md): Do a deal for your customers or round off totals using Deal Pricing.
- [Mark a quotation as reserved](http://help.current-rms.com/en/articles/725993-mark-a-quotation-as-reserved.md): Take items out of availability for a particular quotation by marking a quotation as reserved.
- [Alternative Products](http://help.current-rms.com/en/articles/8915514-alternative-products.md): The Alternative Products feature lets you quickly swap products within your Order View or Opportunities, making it easier to suggest or substitute items when needed.
- [Can I discount products or opportunities?](http://help.current-rms.com/en/articles/1143533-can-i-discount-products-or-opportunities.md)
- [Sub-rent products](http://help.current-rms.com/en/articles/1069923-sub-rent-products.md): Resolve shortages by marking a product as sub-rented. This means you’re getting kit from a third-party.
- [Sub-contract services](http://help.current-rms.com/en/articles/1069924-sub-contract-services.md): Resolve labor or transport shortages by marking a service as sub-contracted.
- [🎞️ Print or download a document](http://help.current-rms.com/en/articles/385121-print-or-download-a-document.md): Grab copies of your quotation, rental agreement, picking list, delivery note, and other documents. Plus, download to CSV to open in Excel.
- [Email a document using Discussions](http://help.current-rms.com/en/articles/385126-email-a-document-using-discussions.md): Send your customer a copy of a quotation, rental agreement, or other document from the system by email.
- [Use document approval](http://help.current-rms.com/en/articles/385122-use-document-approval.md): Get documents signed or approved online by using document approval.
- [Send a document for signing using Adobe Sign](http://help.current-rms.com/en/articles/677701-send-a-document-for-signing-using-adobe-sign.md): Capture digital signatures from your customer on opportunity documents using Adobe Sign.
- [🎞️ Invoice an opportunity](http://help.current-rms.com/en/articles/385063-invoice-an-opportunity.md): OnRent Events makes it easy to create an invoice that’s as detailed as you need for the opportunity total or a percentage that you specify.
- [Create part or percentage invoices and balance invoices](http://help.current-rms.com/en/articles/385173-create-part-or-percentage-invoices-and-balance-invoices.md): Sometimes you might need to raise an invoice for a particular percentage or figure. Use part invoicing to do this.
- [🎞️ What is the detail view?](http://help.current-rms.com/en/articles/936344-what-is-the-detail-view.md): Allocate, prepare, book out, and check-in assets from the opportunity detail view.
- [Allocate, prep, and book out products](http://help.current-rms.com/en/articles/936385-allocate-prep-and-book-out-products.md): Allocate, prepare, and book out products to choose and get them ready for your opportunity.
- [Work with temporary or permanent serialised containers on an opportunity](http://help.current-rms.com/en/articles/3040166-work-with-temporary-or-permanent-serialised-containers-on-an-opportunity.md): Allocate, prep, book out, and check-in temporary or permanent serialized containers on the detail view.
- [Work with assets that are due an inspection on an opportunity](http://help.current-rms.com/en/articles/3822884-work-with-assets-that-are-due-an-inspection-on-an-opportunity.md): OnRent Events can warn you when working with an asset that’s due a test on a job, or stop you altogether. You can jump into a test here, too.
- [Work with containers](http://help.current-rms.com/en/articles/1066994-work-with-containers.md): Group items together into containers on the opportunity detail using containers.
- [Swap out permanent container components](http://help.current-rms.com/en/articles/489740-swap-out-permanent-container-components.md): Change an asset within a serialized container using the swap component option.
- [Using free scan to add additional items to the warehouse](http://help.current-rms.com/en/articles/385111-using-free-scan-to-add-additional-items-to-the-warehouse.md): Free scan lets you add assets to an opportunity by scanning the asset number or barcode from the detail view.
- [Check-in \(return\) products](http://help.current-rms.com/en/articles/385106-check-in-return-products.md): When the kit comes back to your store, use the check-in function in your system to return to availability or create quarantines.
- [Add or manage allocations from the opportunity item edit screen](http://help.current-rms.com/en/articles/401229-add-or-manage-allocations-from-the-opportunity-item-edit-screen.md): Edit an opportunity item to adjust allocations.
- [How do I undo allocating, prepping, booking out, or checking-in an asset?](http://help.current-rms.com/en/articles/1347572-how-do-i-undo-allocating-prepping-booking-out-or-checking-in-an-asset.md): Accidentally booked out something that you shouldn’t have? Use the Revert Status option to revert to the previous status.
- [Display cumulative weight per opportunity group](http://help.current-rms.com/en/articles/16187469-display-cumulative-weight-per-opportunity-group.md): Control how Weights are displayed on your Opportunities.
- [What is the services view?](http://help.current-rms.com/en/articles/385119-what-is-the-services-view.md): Get an agenda-style overview of all of the services on an opportunity by day and allocate, confirm, and book out.
- [Allocate and book out staff, vehicles, and venues](http://help.current-rms.com/en/articles/385078-allocate-and-book-out-staff-vehicles-and-venues.md): Allocate bookable resources to services to tell the system which contact, user, vehicle, or venue is going on this opportunity.
- [🎞️ What is the cost view?](http://help.current-rms.com/en/articles/2625454-what-is-the-cost-view.md): Current intelligently costs an opportunity so you know how much money you’re making on a job.
- [Work with automatically added costs](http://help.current-rms.com/en/articles/2625474-work-with-automatically-added-costs.md): OnRent Events adds costs for sub-rentals, sub-contracts, external bookable resources, and purchases for you automatically.
- [Add manual costs to an opportunity](http://help.current-rms.com/en/articles/2625475-add-manual-costs-to-an-opportunity.md): Not all costs can be anticipated. Use manual costs to log other job-related expenses.
- [Set an actual cost for an automatic cost](http://help.current-rms.com/en/articles/3010527-set-an-actual-cost-for-an-automatic-cost.md): When you have your supplier’s invoice, set an actual cost for accurate job costing.
- [Get an overview of your total revenue and costs](http://help.current-rms.com/en/articles/401200-get-an-overview-of-your-total-revenue-and-costs.md): Use the Revenue & Costs Summary to see a full breakdown of all income and costs.
- [🎞️ Log costs against an opportunity](http://help.current-rms.com/en/articles/385054-log-costs-against-an-opportunity.md): Get a true picture of the profit on an opportunity by adding costs to it.
- [Categorize costs using cost groups](http://help.current-rms.com/en/articles/660476-categorize-costs-using-cost-groups.md): Cost groups allow you to categories the types of costs you log. You can add new cost groups in System Setup.
- [🎞️ Check-in assets across opportunities using Global Check-in](http://help.current-rms.com/en/articles/1129840-check-in-assets-across-opportunities-using-global-check-in.md)
- [Manage global check-in sessions](http://help.current-rms.com/en/articles/1130837-manage-global-check-in-sessions.md): See global check-in sessions you and your team are working on.
- [Finalise \(complete\) your products](http://help.current-rms.com/en/articles/385109-finalise-complete-your-products.md): Finalise check-in to confirm that you have finished checking in and the check-in details you've entered are correct.
- [Finalize \(complete\) your services](http://help.current-rms.com/en/articles/385080-finalize-complete-your-services.md): Finalize your services to confirm that they are completed and the details you entered were correct.
- [Mark an opportunity as lost, dead, postponed, or canceled](http://help.current-rms.com/en/articles/385061-mark-an-opportunity-as-lost-dead-postponed-or-canceled.md): If an opportunity is no longer going ahead, mark it as lost, dead, postponed, or canceled to make it inactive. Easily reinstate later on.
- [How do I finalize a sales-only opportunity?](http://help.current-rms.com/en/articles/1143456-how-do-i-finalize-a-sales-only-opportunity.md)
- [Check availability for your opportunity](http://help.current-rms.com/en/articles/385021-check-availability-for-your-opportunity.md): Be proactive about any shortages. From the opportunity page, view availability for all items or drill down to a particular product.
- [Configure surcharges](http://help.current-rms.com/en/articles/385030-configure-surcharges.md): Surcharges are a way of automatically adding a percentage-based or fixed-fee charge to rental products added for an opportunity.
- [Prevent changes to agreed pricing using Lock Pricing](http://help.current-rms.com/en/articles/385046-prevent-changes-to-agreed-pricing-using-lock-pricing.md): Lock pricing prevents you from making changes to prices or the charge total of an opportunity, even if you add new products or services.
- [View recent actions or recent documents on an opportunity](http://help.current-rms.com/en/articles/385068-view-recent-actions-or-recent-documents-on-an-opportunity.md): Get an overview of changes to an opportunity and a history of documents generated using recent actions and recent documents.
- [Enable automatic costing for your opportunities](http://help.current-rms.com/en/articles/2433820-enable-automatic-costing-for-your-opportunities.md): Turn on auto costing for opportunities created before October 2018.
- [How are automatic costs added to an opportunity?](http://help.current-rms.com/en/articles/2420164-how-are-automatic-costs-added-to-an-opportunity.md)
- [🎞️ Job Planner](http://help.current-rms.com/en/articles/1016925-job-planner.md): See all of the opportunities on your system for a period using the Job Planner.
- [Get an iCal feed for opportunities \(Job Planner\)](http://help.current-rms.com/en/articles/1017040-get-an-ical-feed-for-opportunities-job-planner.md): Subscribe to your opportunities on the calendar on your smartphone, computer, or other device.
- [Change the scheduler dates used in your opportunities iCal feed](http://help.current-rms.com/en/articles/2772029-change-the-scheduler-dates-used-in-your-opportunities-ical-feed.md): Use the delivery, pickup, prep, in use, or other opportunity dates in your opportunities \(Job Planner\) iCal feed.
- [What is a product?](http://help.current-rms.com/en/articles/402487-what-is-a-product.md): Your inventory: all of the gear that you rent or sell.
- [Filter the information in Products](http://help.current-rms.com/en/articles/402513-filter-the-information-in-products.md): Choose what information you see in Resources \> Products
- [Creating a Bulk Store Transfer](http://help.current-rms.com/en/articles/6454168-creating-a-bulk-store-transfer.md): Getting started with bulk store transfers
- [Managing Bulk Store Transfers](http://help.current-rms.com/en/articles/6460498-managing-bulk-store-transfers.md): How to manage bulk store transfers
- [Add, delete, and manage your product groups](http://help.current-rms.com/en/articles/660474-add-delete-and-manage-your-product-groups.md): Product groups are a way of categorizing the products that you rent and sell. Add, remove, and edit product groups in System Setup.
- [Adding stock to a Bulk Store Transfer](http://help.current-rms.com/en/articles/6454233-adding-stock-to-a-bulk-store-transfer.md): Build your transfer list by adding multiple items
- [Allocating a Transferred Item](http://help.current-rms.com/en/articles/6009644-allocating-a-transferred-item.md): How to allocate items transferred in
- [Create stock levels for your products \(new\)](http://help.current-rms.com/en/articles/3518797-create-stock-levels-for-your-products-new.md): Stock levels are the physical units of a product that you hold. Add stock levels to tell the system how many are available.
- [Set up multiple locations using stores](http://help.current-rms.com/en/articles/660473-set-up-multiple-locations-using-stores.md): Create stores for your warehouses, depots, or branches to specify that your stock is held in different locations.
- [Create a product](http://help.current-rms.com/en/articles/402490-create-a-product.md): Start adding products to your system to view their availability, record service history, and add it to opportunities.
- [Create stock levels for your products](http://help.current-rms.com/en/articles/402491-create-stock-levels-for-your-products.md): Stock levels are the physical units of the kit. Use stock levels to tell the system how many you have available.
- [Add supplier costs to your products](http://help.current-rms.com/en/articles/2425228-add-supplier-costs-to-your-products.md): Set costs for sub-renting and purchasing products from your suppliers or vendors.
- [Add rates to your product](http://help.current-rms.com/en/articles/404165-add-rates-to-your-product.md): Use rates to tell OnRent Events how you charge for a product.
- [Use price categories to add alternative price lists](http://help.current-rms.com/en/articles/402494-use-price-categories-to-add-alternative-price-lists.md): Use price categories to set up a list of different prices against a rental rate.
- [🎞️ How do packages or kits work?](http://help.current-rms.com/en/articles/404164-how-do-packages-or-kits-work.md): Rent or sell products together in packages or kits using accessories and serialized containers.
- [Link products together using accessories.](http://help.current-rms.com/en/articles/402500-link-products-together-using-accessories.md): Specify that products are rented or sold with other products using accessories.
- [Differences between temporary and permanent serialized containers](http://help.current-rms.com/en/articles/3035889-differences-between-temporary-and-permanent-serialized-containers.md): Temporary containers are emptied once booked out; permanent containers persist until you empty them.
- [🎞️ Set up temporary and permanent serialised containers](http://help.current-rms.com/en/articles/3135729-set-up-temporary-and-permanent-serialised-containers.md): When assets are housed together, set them as a serialised container to speed up the allocation process.
- [🎞️ How do barcodes work in OnRent Events?](http://help.current-rms.com/en/articles/420529-how-do-barcodes-work-in-onrent-events.md): Speed up your warehouse process by barcoding your products and assets. This is optional.
- [Print barcode labels for your products](http://help.current-rms.com/en/articles/402497-print-barcode-labels-for-your-products.md): Start barcoding your products by printing barcodes straight from the product page.
- [Allocate, prep, and book out products](http://help.current-rms.com/en/articles/385082-allocate-prep-and-book-out-products.md): Allocate, prepare, and book out products to choose and get them ready for your opportunity.
- [Count your stock using Inventory Check](http://help.current-rms.com/en/articles/3532962-count-your-stock-using-inventory-check.md): Start an inventory check or stock check across some or all of your products to make sure your availability is accurate.
- [Download and upload inventory check results](http://help.current-rms.com/en/articles/3532963-download-and-upload-inventory-check-results.md): Count your inventory using a CSV spreadsheet, then upload it to the system to create stock transactions.
- [Maintain your stock levels using transactions](http://help.current-rms.com/en/articles/402493-maintain-your-stock-levels-using-transactions.md): Get full traceability of your stock. Use stock transactions to record the movement of stock levels in and out of your business.
- [Transfer stock between stores](http://help.current-rms.com/en/articles/422138-transfer-stock-between-stores.md): Move stock from one store to another and create a record to show who and when this transfer took place.
- [🎞️ Set up automatic asset numbering](http://help.current-rms.com/en/articles/3516574-set-up-automatic-asset-numbering.md): Get OnRent Events to automatically generate asset numbers for you when adding serialized stock levels.
- [How does Testing & Inspection work?](http://help.current-rms.com/en/articles/3822294-how-does-testing-inspection-work.md): Record PAT, Test & Tag, LOLER, OSHA, ASME, ICOPER and other test results using Testing & Inspection.
- [See upcoming asset inspections and start testing](http://help.current-rms.com/en/articles/3822870-see-upcoming-asset-inspections-and-start-testing.md): Go to Resources \> Testing & Inspection to see all upcoming inspections, filter your tests, and start testing.
- [Work with asset inspection results](http://help.current-rms.com/en/articles/3822868-work-with-asset-inspection-results.md): See a full history of inspection results, print certificates, edit existing results, and log new results from a stock level page.
- [What is the quarantine?](http://help.current-rms.com/en/articles/422143-what-is-the-quarantine.md): Move items that are lost, dead, or in for service to the quarantine to take them out of availability.
- [Add a product or asset to the quarantine](http://help.current-rms.com/en/articles/402509-add-a-product-or-asset-to-the-quarantine.md): Mark an item as lost, damaged, or in for service from the product page.
- [Book out items from the quarantine](http://help.current-rms.com/en/articles/402511-book-out-items-from-the-quarantine.md): Return items to stock or write them off from the quarantine by booking out.
- [Find by asset number, serial number or barcode](http://help.current-rms.com/en/articles/402495-find-by-asset-number-serial-number-or-barcode.md): Search for a particular serialized stock level or bulk stock item across all of your products.
- [Use the shopping cart to create a draft quickly](http://help.current-rms.com/en/articles/384974-use-the-shopping-cart-to-create-a-draft-quickly.md): Put together a draft in no time using the rent and sell buttons on the Products screen. Items go into a shopping cart, ready to check out.
- [Create a product catalog document using Google Sheets](http://help.current-rms.com/en/articles/1475134-create-a-product-catalog-document-using-google-sheets.md): Need a printed product catalog document? Export from OnRent Events and use Google Sheets.
- [Migrate from custom fields to Testing & Inspection](http://help.current-rms.com/en/articles/3822883-migrate-from-custom-fields-to-testing-inspection.md): Export your stock level custom field data, then re-import it to the system as Testing & Inspection data to start using it.
- [Creating a Transfer](http://help.current-rms.com/en/articles/6009521-creating-a-transfer.md): How to Transfer equipment from another opportunity
- [Booking out Transferred Items](http://help.current-rms.com/en/articles/6009725-booking-out-transferred-items.md): How to book out items you've transferred in
- [Confirming a Bulk Store Transfer](http://help.current-rms.com/en/articles/6460385-confirming-a-bulk-store-transfer.md): Finish the transfer and print a Transfer Note
- [Display cumulative weight per opportunity group](http://help.current-rms.com/en/articles/16198713-display-cumulative-weight-per-opportunity-group.md): This guide shows you how to view and control how total weight is calculated for each group in an opportunity.
- [What is a service?](http://help.current-rms.com/en/articles/457927-what-is-a-service.md): Labor & crew, transport & vehicles, and venue bookings are examples of services.
- [Create services](http://help.current-rms.com/en/articles/457937-create-services.md): Start adding services to your system to add labor & crew, transport & vehicles, and venue bookings to opportunities.
- [Add bookable resources to your services](http://help.current-rms.com/en/articles/457943-add-bookable-resources-to-your-services.md): Tell the system which services your people, vehicles, or venues are available to make them bookable for those services on opportunities.
- [Add vehicles](http://help.current-rms.com/en/articles/457935-add-vehicles.md): Create vehicles to allocate them to transport services on opportunities.
- [Add new service types to your system](http://help.current-rms.com/en/articles/457930-add-new-service-types-to-your-system.md): Categorize your services by adding additional service types.
- [Add costs to your services and bookable resources](http://help.current-rms.com/en/articles/2425366-add-costs-to-your-services-and-bookable-resources.md): Set costs for sub-contracting services from suppliers or vendors, as well as costs for your internal and external labor and transport
- [What is People & Organizations?](http://help.current-rms.com/en/articles/448899-what-is-people-organizations.md): A CRM designed for rental businesses.
- [What’s the difference between a contact, an organization, and a venue?](http://help.current-rms.com/en/articles/448905-what-s-the-difference-between-a-contact-an-organization-and-a-venue.md): An organization is someone you bill; a contact is a business contact.
- [Filter the information in People & Organizations](http://help.current-rms.com/en/articles/448928-filter-the-information-in-people-organizations.md): Choose what information you see in People & Organizations.
- [Create an organisation](http://help.current-rms.com/en/articles/448901-create-an-organisation.md): Start creating organisations to store contact details and start adding opportunities and invoices with them.
- [Link an organization to a Xero, QuickBooks Online, or Sage customer](http://help.current-rms.com/en/articles/448904-link-an-organization-to-a-xero-quickbooks-online-or-sage-customer.md): Link organizations in the system to Xero, QBO, or Sage contacts to post invoices for that customer.
- [Merge duplicate organizations](http://help.current-rms.com/en/articles/3462892-merge-duplicate-organizations.md): Keep your People & Organizations tidy by merging duplicate organizations.
- [Create a contact](http://help.current-rms.com/en/articles/448900-create-a-contact.md): Start creating contacts to store information about your business contacts and make people bookable resources.
- [Make a contact, user, or venue a bookable resource](http://help.current-rms.com/en/articles/448903-make-a-contact-user-or-venue-a-bookable-resource.md): Tell the system which services your contacts, users, or venues are available for to make them bookable for those services on opportunities.
- [Get an iCal feed for activities or service bookings](http://help.current-rms.com/en/articles/448908-get-an-ical-feed-for-activities-or-service-bookings.md): Subscribe to service bookings or activities in your own calendar.
- [Link a contact to an organization or venue](http://help.current-rms.com/en/articles/449614-link-a-contact-to-an-organization-or-venue.md): Show who works at an organization or venue or who you deal with there by linking contacts.
- [Create a venue](http://help.current-rms.com/en/articles/448902-create-a-venue.md): Build a database of venues that you deliver to frequently to save time when putting together opportunities.
- [View a user account to see actions throughout the system](http://help.current-rms.com/en/articles/448906-view-a-user-account-to-see-actions-throughout-the-system.md): See colleague contact information as well as any activity in OnRent Events by checking out their user account page.
- [Download or upload an address card \(vCard\)](http://help.current-rms.com/en/articles/448907-download-or-upload-an-address-card-vcard.md): Use electronic business cards to make it quicker to share contact details.
- [🎞️ Export your People & Organizations to MailChimp](http://help.current-rms.com/en/articles/448912-export-your-people-organizations-to-mailchimp.md): Easily send your contacts, organizations, and venues to lists in MailChimp
- [Export your People & Organizations to a CSV spreadsheet](http://help.current-rms.com/en/articles/448913-export-your-people-organizations-to-a-csv-spreadsheet.md): Get contacts, organization, and venue data out of the system for import into another solution.
- [Add tax number, payment terms, customer type, or other custom fields](http://help.current-rms.com/en/articles/448925-add-tax-number-payment-terms-customer-type-or-other-custom-fields.md): Use custom fields in OnRent Events to add any other fields you need on an organization or contact page.
- [Legal basis for processing People & Organizations](http://help.current-rms.com/en/articles/1929401-legal-basis-for-processing-people-organizations.md): Document the lawful basis for processing personal data on your customers, vendors, staff, or contacts for GDPR compliance.

## Financials

- [🎞️ How does invoicing work in OnRent Events?](http://help.current-rms.com/en/articles/457945-how-does-invoicing-work-in-onrent-events.md): Create invoices and credits linked to opportunities and projects, or create manual invoices.
- [The invoices & credits main screen](http://help.current-rms.com/en/articles/457948-the-invoices-credits-main-screen.md): See all of the invoices on your system that need your attention, and historic data.
- [Damage and Loss Invoicing](http://help.current-rms.com/en/articles/12043153-damage-and-loss-invoicing.md): Create invoices linked to assets marked as damaged or lost through the detail view.
- [Create an invoice from an opportunity](http://help.current-rms.com/en/articles/457950-create-an-invoice-from-an-opportunity.md): Generate a full or part invoice for the items on your opportunity.
- [Create an invoice from a project](http://help.current-rms.com/en/articles/457952-create-an-invoice-from-a-project.md): Learn about project invoicing and how to invoice a project.
- [Create part or percentage invoices](http://help.current-rms.com/en/articles/457976-create-part-or-percentage-invoices.md): Use part invoicing to invoice for a percentage or straight dollar figure of a job.
- [Create a manual invoice or credit](http://help.current-rms.com/en/articles/457953-create-a-manual-invoice-or-credit.md): Generate a blank invoice or credit that you can add items to and customize information on.
- [Create an invoice from a deal-priced opportunity](http://help.current-rms.com/en/articles/1871169-create-an-invoice-from-a-deal-priced-opportunity.md): Multiple lines may be created when you invoice from an opportunity with deal prices.
- [Why do invoice or offer links expire, and how long are they valid?](http://help.current-rms.com/en/articles/12400194-why-do-invoice-or-offer-links-expire-and-how-long-are-they-valid.md)
- [Customize your invoice items list](http://help.current-rms.com/en/articles/457955-customize-your-invoice-items-list.md): Re-order items and groups, change group names and create new ones, and change quantities and prices with ease.
- [Change your default invoice terms, invoice numbering, and other settings](http://help.current-rms.com/en/articles/457963-change-your-default-invoice-terms-invoice-numbering-and-other-settings.md): Set how your invoice numbers should look, your address, and change other settings.
- [Issue an invoice or credit to make it legal](http://help.current-rms.com/en/articles/457957-issue-an-invoice-or-credit-to-make-it-legal.md): When you’re happy with an invoice, issue it to make it final and a legal document.
- [Credit an invoice](http://help.current-rms.com/en/articles/457958-credit-an-invoice.md): Refund or reduce the amount a customer owes you by creating a credit note.
- [Print, download, or send an invoice or credit](http://help.current-rms.com/en/articles/457959-print-download-or-send-an-invoice-or-credit.md): Use the options under the Print heading to send your invoice to your customer.
- [Post an invoice or credit to Xero or QuickBooks Online or Sage](http://help.current-rms.com/en/articles/457961-post-an-invoice-or-credit-to-xero-or-quickbooks-online-or-sage.md): Send an invoice straight to Xero, QuickBooks Online or Sage by hitting “Post Invoice.”
- [Configuring tax for purchase orders](http://help.current-rms.com/en/articles/9356938-configuring-tax-for-purchase-orders.md): This guide will run you through how to set up your OnRent Events tax to ensure that posts to Xero.
- [Take payments or mark an invoice as paid](http://help.current-rms.com/en/articles/457962-take-payments-or-mark-an-invoice-as-paid.md): Record payments or refunds against an invoice.
- [Use surcharges to apply surcharges to products](http://help.current-rms.com/en/articles/660477-use-surcharges-to-apply-surcharges-to-products.md)
- [Daily multiplier and factor rate engine](http://help.current-rms.com/en/articles/1041187-daily-multiplier-and-factor-rate-engine.md)
- [Daily rate engine](http://help.current-rms.com/en/articles/1043441-daily-rate-engine.md)
- [Days used rate engine](http://help.current-rms.com/en/articles/1043480-days-used-rate-engine.md)
- [Fixed rate and factor engine](http://help.current-rms.com/en/articles/1043539-fixed-rate-and-factor-engine.md)
- [Fixed rate and subs days](http://help.current-rms.com/en/articles/1043558-fixed-rate-and-subs-days.md)
- [Fixed rate engine](http://help.current-rms.com/en/articles/1043613-fixed-rate-engine.md)
- [Half-hourly rate engine](http://help.current-rms.com/en/articles/1043616-half-hourly-rate-engine.md)
- [Hourly multiplier and factor rate engine](http://help.current-rms.com/en/articles/1043658-hourly-multiplier-and-factor-rate-engine.md)
- [Hourly rate engine](http://help.current-rms.com/en/articles/1043664-hourly-rate-engine.md)
- [Monthly rate engine](http://help.current-rms.com/en/articles/1043669-monthly-rate-engine.md)
- [Weekly rate engine](http://help.current-rms.com/en/articles/1043673-weekly-rate-engine.md)
- [Weeks, 2-day, day, and subs days rate engine](http://help.current-rms.com/en/articles/1043676-weeks-2-day-day-and-subs-days-rate-engine.md)
- [Weeks and days rate engine](http://help.current-rms.com/en/articles/1043706-weeks-and-days-rate-engine.md)
- [Weeks and subs weeks rate engine](http://help.current-rms.com/en/articles/1043742-weeks-and-subs-weeks-rate-engine.md)
- [Weeks, weekend, 2-day, day, and subs days rate engine](http://help.current-rms.com/en/articles/1043748-weeks-weekend-2-day-day-and-subs-days-rate-engine.md)
- [Weeks, weekend, days, and subs days rate engine](http://help.current-rms.com/en/articles/1043774-weeks-weekend-days-and-subs-days-rate-engine.md)
- [What is rental charging?](http://help.current-rms.com/en/articles/1041106-what-is-rental-charging.md): Define how you charge for your rental products, e.g. daily, weekly, or three day week.

## Planning and Scheduling

- [What is availability?](http://help.current-rms.com/en/articles/660517-what-is-availability.md): Find out about availability, where you can find it, and how OnRent Events handles shortages.
- [How is availability calculated?](http://help.current-rms.com/en/articles/660518-how-is-availability-calculated.md): An overview of all of the ways that your availability is impacted.
- [How do the stages of an opportunity impact product availability?](http://help.current-rms.com/en/articles/722470-how-do-the-stages-of-an-opportunity-impact-product-availability.md): An overview of how your stock is adjusted when added to an inquiry, draft, quotation, and order.
- [Get an overview of availability across your company](http://help.current-rms.com/en/articles/660523-get-an-overview-of-availability-across-your-company.md): Head to Resources \> Availability to see how much stock you have across your stores.
- [View availability for a particular product](http://help.current-rms.com/en/articles/660524-view-availability-for-a-particular-product.md): Use the Product Bookings screen to see which opportunities a product is booked on and which assets have been allocated.
- [Check availability for an opportunity](http://help.current-rms.com/en/articles/660525-check-availability-for-an-opportunity.md): Stay on top of availability for a particular opportunity by using the opportunity stock screen.
- [View and deal with shortages?](http://help.current-rms.com/en/articles/660532-view-and-deal-with-shortages.md): Learn about how OnRent Events empowers you to deal with your shortages.
- [Automatically change availability for products that haven’t been checked-in](http://help.current-rms.com/en/articles/660535-automatically-change-availability-for-products-that-haven-t-been-checked-in.md): Use the “Convert to open ended” setting to automatically set overdue opportunities to open-ended rentals.
- [Automatically check-in assets on prior opportunities](http://help.current-rms.com/en/articles/2131225-automatically-check-in-assets-on-prior-opportunities.md): Use the “Auto return serialized rental stock” setting to automatically check-in gear from previous jobs when you scan on a new one.
- [Change your availability period for products](http://help.current-rms.com/en/articles/660539-change-your-availability-period-for-products.md): The availability period is at the base of all availability calculations. It determines the unit of availability in your system.
- [Prevent overbooking of products](http://help.current-rms.com/en/articles/660540-prevent-overbooking-of-products.md): Turn on “enforce stock availability” to prevent the system from letting you book more stock than you hold of a product or serialized asset.
- [Turn off shortage tracking for services](http://help.current-rms.com/en/articles/784962-turn-off-shortage-tracking-for-services.md): Prevent OnRent Events from notifying you where you don’t have sufficient bookable resources to fulfil a service booking.
- [🎞️ What is the Resource Planner?](http://help.current-rms.com/en/articles/660528-what-is-the-resource-planner.md): See a calendar of all of your bookable resources any opportunities with unallocated services with the Resource Planner.
- [Allocate staff, vehicles, or venues using the Resource Planner](http://help.current-rms.com/en/articles/660529-allocate-staff-vehicles-or-venues-using-the-resource-planner.md): See what all of your staff, vehicles, and venues are booked in for and easily allocate service bookings to them on the planner.
- [What’s an activity?](http://help.current-rms.com/en/articles/456432-what-s-an-activity.md): Set reminders or to-dos for you or colleagues using activities.
- [The Activities main screen](http://help.current-rms.com/en/articles/456433-the-activities-main-screen.md): See a list of all pending activities across your system.
- [Where can you create activities?](http://help.current-rms.com/en/articles/456442-where-can-you-create-activities.md): Create reminders, to-dos, or appointments where they’re most pertinent.
- [🎞️ Create an activity](http://help.current-rms.com/en/articles/456435-create-an-activity.md): Schedule activities for you and your team to set appointments or reminders.
- [Set up new activity types](http://help.current-rms.com/en/articles/456436-set-up-new-activity-types.md): Make custom types of activity for your business.
- [Add additional fields to your activity screen](http://help.current-rms.com/en/articles/456460-add-additional-fields-to-your-activity-screen.md): Use custom fields in OnRent Events to add any other fields you need on an activity screen.
- [Assign activities to other people](http://help.current-rms.com/en/articles/456443-assign-activities-to-other-people.md): Put reminders and to-dos into your colleagues’ calendars.
- [Complete, follow up, or reschedule an activity](http://help.current-rms.com/en/articles/456437-complete-follow-up-or-reschedule-an-activity.md): Mark an activity as completed to record the outcome and remove it from your Pending Activity lists.
- [What are the different types of calendars?](http://help.current-rms.com/en/articles/456441-what-are-the-different-types-of-calendars.md): Find out the differences between the activities calendar, Resource Planner, and Job Planner.
- [View all activities on a calendar](http://help.current-rms.com/en/articles/456457-view-all-activities-on-a-calendar.md): See all of your activities or activities for your colleagues on a daily, weekly, or monthly calendar.
- [Get an iCal feed for activities](http://help.current-rms.com/en/articles/456447-get-an-ical-feed-for-activities.md): Subscribe to activities in your own calendar.
- [Record a period of unavailability on the Resource Planner](http://help.current-rms.com/en/articles/456440-record-a-period-of-unavailability-on-the-resource-planner.md): Specify periods when your staff members, vehicles, or venues are unavailable by recording a period of unavailability.
- [Filter the view in your activities](http://help.current-rms.com/en/articles/456445-filter-the-view-in-your-activities.md): Choose what information you see in Activities.
- [Download calendar entries](http://help.current-rms.com/en/articles/456439-download-calendar-entries.md): Send people calendar entries so they can add it to their own calendars with ease.
- [Print or download activity documents](http://help.current-rms.com/en/articles/456461-print-or-download-activity-documents.md): Get a PDF of activities for a particular contact, user, organization, venue, or vehicle.

## Operations and Logistics

- [How does purchasing work?](http://help.current-rms.com/en/articles/2976657-how-does-purchasing-work.md): Create purchase orders linked to opportunities, or create manual purchase orders.
- [Filter the view in Purchase Orders](http://help.current-rms.com/en/articles/2976768-filter-the-view-in-purchase-orders.md): See all of the purchase orders on your system that need your attention, as well as old purchase orders.
- [Create purchase orders from an opportunity](http://help.current-rms.com/en/articles/2976659-create-purchase-orders-from-an-opportunity.md): Create purchase orders for your sub-rentals, sub-contract services, and freelance staff directly from the opportunity costs view.
- [Create a manual purchase order](http://help.current-rms.com/en/articles/2976663-create-a-manual-purchase-order.md): Generate a blank purchase order that you can add items to and customize information on.
- [Customize your purchase order items list](http://help.current-rms.com/en/articles/2976683-customize-your-purchase-order-items-list.md): Re-order items and groups, change group names and create new ones, and change quantities and prices with ease.
- [Change your default purchase order numbering and other settings](http://help.current-rms.com/en/articles/2976685-change-your-default-purchase-order-numbering-and-other-settings.md): Set how your purchase order numbers should look, your address, and change other settings.
- [Authorize a purchase order](http://help.current-rms.com/en/articles/2976671-authorize-a-purchase-order.md): See a list of purchase orders awaiting authorization and authorize them
- [Print, download, or send a purchase order and mark it as sent](http://help.current-rms.com/en/articles/2976668-print-download-or-send-a-purchase-order-and-mark-it-as-sent.md): Use the options under the Print heading to send your purchase order to your customer. Mark as sent when you’re done.
- [Set expected arrival information for a purchase order](http://help.current-rms.com/en/articles/3001259-set-expected-arrival-information-for-a-purchase-order.md): If goods are going to arrive sooner or later than anticipated, set an expected arrival date and notes.
- [Complete or cancel a purchase order](http://help.current-rms.com/en/articles/2976672-complete-or-cancel-a-purchase-order.md): Complete a purchase order to mark as done; cancel a purchase order that’s no longer going ahead.
- [What is a project?](http://help.current-rms.com/en/articles/1012435-what-is-a-project.md): Group multiple opportunities together and quote for them all at once using a project.
- [The project's main screen](http://help.current-rms.com/en/articles/1012436-the-project-s-main-screen.md): See all projects on your system using the Projects main screen.
- [Create a project](http://help.current-rms.com/en/articles/1012437-create-a-project.md): Start organizing larger events or jobs by creating a project.
- [Add a new opportunity to a project](http://help.current-rms.com/en/articles/1012439-add-a-new-opportunity-to-a-project.md): Create new opportunities directly from a project page.
- [Add an existing opportunity to a project](http://help.current-rms.com/en/articles/1012441-add-an-existing-opportunity-to-a-project.md): Has a job grown more complex? Transition to a project by adding the opportunity to a new project.
- [Check-in items across opportunities in a project](http://help.current-rms.com/en/articles/1012451-check-in-items-across-opportunities-in-a-project.md): Bring gear from opportunities across a project back into stock using the project detail view.
- [Close a project](http://help.current-rms.com/en/articles/1012455-close-a-project.md): Close a project to remove it from your main projects screen.
- [Invoice a project](http://help.current-rms.com/en/articles/1012454-invoice-a-project.md): Learn about project invoicing and how to invoice a project.
- [Create a percentage or part invoice from a project](http://help.current-rms.com/en/articles/402453-create-a-percentage-or-part-invoice-from-a-project.md): Sometimes you might need to raise an invoice for a particular percentage or figure. Use part invoicing to do this.
- [Project Job Planner](http://help.current-rms.com/en/articles/1012458-project-job-planner.md): See all of the opportunities in a project for a period using the project Job Planner.
- [How is project revenue calculated?](http://help.current-rms.com/en/articles/1012462-how-is-project-revenue-calculated.md): Use the revenue summary at the top of a project to see how much you’re making from each opportunity.

## Communication and Collaboration

- [What are discussions?](http://help.current-rms.com/en/articles/834865-what-are-discussions.md): Send and receive messages via email using OnRent Events.
- [Reply to and work with discussions](http://help.current-rms.com/en/articles/827844-reply-to-and-work-with-discussions.md): Reply to discussions and learn about the tools available when working with discussions.
- [🎞️ Customize and brand email templates used for discussions](http://help.current-rms.com/en/articles/823686-customize-and-brand-email-templates-used-for-discussions.md): Add your branding to emails and pre-define discussion content using discussion templates.
- [Data objects for discussion templates](http://help.current-rms.com/en/articles/824364-data-objects-for-discussion-templates.md)
- [Example data objects for discussion templates](http://help.current-rms.com/en/articles/1206060-example-data-objects-for-discussion-templates.md): Looking for inspiration? Here’s a few common data objects you might like to use in your discussion templates
- [Change the sender address for discussion emails](http://help.current-rms.com/en/articles/4170803-change-the-sender-address-for-discussion-emails.md): Use your own SMTP servers so that discussion emails sent from OnRent Events come from your company's email. Works with G Suite and Office 365.
- [Troubleshoot undelivered discussion emails](http://help.current-rms.com/en/articles/3132448-troubleshoot-undelivered-discussion-emails.md): Common error messages that you might see when we can’t deliver a discussion email.
- [Can I change the discussion sender name in Discussions?](http://help.current-rms.com/en/articles/2459483-can-i-change-the-discussion-sender-name-in-discussions.md): We append “\(OnRent Events” to the end of the discussion sender name so your emails are more likely to be opened.
- [Create a discussion](http://help.current-rms.com/en/articles/827698-create-a-discussion.md): Send messages via OnRent Events using Discussions.
- [🎞️ Dashboard Overview](http://help.current-rms.com/en/articles/388024-dashboard-overview.md): All of your important business information on the first page you see when you sign in to OnRent Events.

## System Administration

- [System Setup overview](http://help.current-rms.com/en/articles/660459-system-setup-overview.md)
- [Categorize income using revenue groups](http://help.current-rms.com/en/articles/660475-categorize-income-using-revenue-groups.md): Revenue groups are a way of categorizing your rental and sale income. Add, remove, and edit them in System Setup.
- [See all actions across the system using the Action Log](http://help.current-rms.com/en/articles/1943419-see-all-actions-across-the-system-using-the-action-log.md): View, filter, and download a list of actions across your system in System Setup \> Action log.
- [Daily summary email](http://help.current-rms.com/en/articles/388045-daily-summary-email.md): Get ahead on your day by turning on the daily summary email.
- [Restrict Inspections by User Role](http://help.current-rms.com/en/articles/5613378-restrict-inspections-by-user-role.md): Allow only certain roles to carry out certain inspections
- [Restrict access to parts of the system using roles](http://help.current-rms.com/en/articles/660469-restrict-access-to-parts-of-the-system-using-roles.md): Use System Setup \> Roles & Role Membership to control which users can see, edit, create, and delete.
- [How can I stop users from seeing everyone’s opportunities?](http://help.current-rms.com/en/articles/1835059-how-can-i-stop-users-from-seeing-everyone-s-opportunities.md): Set up your system so that users can only see quotes and opportunities that they are working on.
- [Add, remove, or manage users](http://help.current-rms.com/en/articles/660467-add-remove-or-manage-users.md): View all of your users, add new accounts, and manage all of them in System Setup \> Users.
- [🎞️ Set up document approval](http://help.current-rms.com/en/articles/750799-set-up-document-approval.md): Enable approval for quotations, rental agreements, delivery notes, and other opportunity documents.
- [Add list of values and manage existing list options](http://help.current-rms.com/en/articles/660471-add-list-of-values-and-manage-existing-list-options.md): OnRent Events comes with a variety of system lists you can edit, and you can add your own.
- [Sending Emails using your own Domain](http://help.current-rms.com/en/articles/4191961-sending-emails-using-your-own-domain.md): How to set-up using your own emails servers to send Discussions via your domain
- [Store additional data by creating custom fields](http://help.current-rms.com/en/articles/660470-store-additional-data-by-creating-custom-fields.md): Create your own text boxes, tick boxes, date pickers, and other fields on a variety of screens to store information for your business.
- [Add your logo and update your contact information](http://help.current-rms.com/en/articles/660461-add-your-logo-and-update-your-contact-information.md): Go to Company Information, Users, and Stores in System Setup to add all of your company contact information.
- [Change a variety of company options in System Preferences](http://help.current-rms.com/en/articles/660472-change-a-variety-of-company-options-in-system-preferences.md): Adjust the variety of settings that impact the way your system works.
- [Example custom fields](http://help.current-rms.com/en/articles/835146-example-custom-fields.md): Looking for inspiration for your custom fields? Check out our list of common updates.
- [How can I change my units of measurement?](http://help.current-rms.com/en/articles/1164398-how-can-i-change-my-units-of-measurement.md): Use imperial or metric units in the OnRent Events. Make the switch in System Preferences.
- [Select your language](http://help.current-rms.com/en/articles/3777674-select-your-language.md)
- [What are each of the documents for?](http://help.current-rms.com/en/articles/385463-what-are-each-of-the-documents-for.md): Learn what each of the documents in OnRent Events is used for.
- [Document Layout Best Practices](http://help.current-rms.com/en/articles/2824457-document-layout-best-practices.md): The limitations of document layouts and how to workaround them.
- [Default Documents \(Opportunity\)](http://help.current-rms.com/en/articles/9863040-default-documents-opportunity.md): Default documents to upload into your system.
- [Add, manage, and customize document layouts](http://help.current-rms.com/en/articles/977955-add-manage-and-customize-document-layouts.md): Choose which documents you’d like to use and customize they way they look.
- [Default Documents \(Invoice\)](http://help.current-rms.com/en/articles/9863098-default-documents-invoice.md)
- [Document Modification Request](http://help.current-rms.com/en/articles/385478-document-modification-request.md): Let us make changes to your documents for you.
- [Reset Documents back to Default](http://help.current-rms.com/en/articles/10531419-reset-documents-back-to-default.md): How to reset your document back to the Default layout
- [Crew Scheduling Invite](http://help.current-rms.com/en/articles/14122723-crew-scheduling-invite.md): This is an article on how to send invites to your bookable resources for service bookings.
- [Make basic changes to document layouts](http://help.current-rms.com/en/articles/385468-make-basic-changes-to-document-layouts.md): Use our suite of configurable document layouts to make changes to your documentation with no coding required.
- [Make advanced changes using HTML, CSS, and Liquid syntax](http://help.current-rms.com/en/articles/385473-make-advanced-changes-using-html-css-and-liquid-syntax.md): Clone our documents or create new ones to make advanced layout and style changes.
- [Translate your document layouts](http://help.current-rms.com/en/articles/1896232-translate-your-document-layouts.md): Use French, German, Spanish, or other languages in your quotations, invoices, rental agreements and other documents by translating them.
- [Export and upload document layouts](http://help.current-rms.com/en/articles/385534-export-and-upload-document-layouts.md): Export layouts to send them to the OnRent Events team and upload ones that we've sent you.
- [🎞️ Add terms and conditions to documents](http://help.current-rms.com/en/articles/2328998-add-terms-and-conditions-to-documents.md): Automatically merge additional PDFs at the end of quotations, rental agreements, and invoices generated.
- [Add social media links and icons to your documents](http://help.current-rms.com/en/articles/1048699-add-social-media-links-and-icons-to-your-documents.md): Is your business social? Insert social media buttons into your documents so your customers can find you online.
- [Choose your PDF download names](http://help.current-rms.com/en/articles/3650673-choose-your-pdf-download-names.md): Customise your PDF file names to help identify your documents
- [Hide items or groups on your documents](http://help.current-rms.com/en/articles/4480241-hide-items-or-groups-on-your-documents.md): Use Liquid syntax to hide products, services, or groups on your document layouts with criteria that you choose.
- [Translate your document layouts - Updated](http://help.current-rms.com/en/articles/4480218-translate-your-document-layouts-updated.md)
- [Why does my document say “Powered by Current RMS”?](http://help.current-rms.com/en/articles/15381855-why-does-my-document-say-powered-by-current-rms.md): You may notice a “Powered by Current RMS” watermark on your documents. This article explains why it appears and whether it can be removed.
- [An introduction to Liquid syntax](http://help.current-rms.com/en/articles/1040768-an-introduction-to-liquid-syntax.md): Liquid syntax allows you to dynamically place content in document layouts and discussion templates
- [Liquid tags](http://help.current-rms.com/en/articles/1040902-liquid-tags.md): Tags create the logic and control flow for templates. They are denoted by curly braces and percent signs: {% and %}.
- [Liquid filters](http://help.current-rms.com/en/articles/1048354-liquid-filters.md): Filters change the output of a Liquid object. They are used within an output and are separated by a pipe character.
- [Liquid objects](http://help.current-rms.com/en/articles/1048560-liquid-objects.md): Objects, or output markup \(which may resolve to text\) are surrounded by matched pairs of curly brackets.
- [Company object](http://help.current-rms.com/en/articles/1117884-company-object.md)
- [Organization object](http://help.current-rms.com/en/articles/1118053-organization-object.md)
- [Contact object](http://help.current-rms.com/en/articles/1143138-contact-object.md)
- [Venue object](http://help.current-rms.com/en/articles/1143178-venue-object.md)
- [User object](http://help.current-rms.com/en/articles/1143183-user-object.md)
- [OnRent Events user](http://help.current-rms.com/en/articles/1143187-onrent-events-user.md)
- [Owner user](http://help.current-rms.com/en/articles/1143192-owner-user.md)
- [Activity object](http://help.current-rms.com/en/articles/1143252-activity-object.md)
- [Vehicle object](http://help.current-rms.com/en/articles/1143194-vehicle-object.md)
- [Invoice object](http://help.current-rms.com/en/articles/1143195-invoice-object.md)
- [Invoice item object](http://help.current-rms.com/en/articles/1143198-invoice-item-object.md)
- [Invoice tax object](http://help.current-rms.com/en/articles/1143207-invoice-tax-object.md)
- [Project object](http://help.current-rms.com/en/articles/1143212-project-object.md)
- [Opportunity \(order\) object](http://help.current-rms.com/en/articles/1143220-opportunity-order-object.md)
- [Opportunity cost object](http://help.current-rms.com/en/articles/1143230-opportunity-cost-object.md)
- [Opportunity item surcharge object](http://help.current-rms.com/en/articles/1143239-opportunity-item-surcharge-object.md)
- [Opportunity item object](http://help.current-rms.com/en/articles/1143235-opportunity-item-object.md)
- [Opportunity item asset object](http://help.current-rms.com/en/articles/1143236-opportunity-item-asset-object.md)
- [Charging period object](http://help.current-rms.com/en/articles/1143244-charging-period-object.md)
- [Product object](http://help.current-rms.com/en/articles/1143246-product-object.md)
- [Product accessories object](http://help.current-rms.com/en/articles/1816437-product-accessories-object.md)
- [Stock level object](http://help.current-rms.com/en/articles/1143249-stock-level-object.md)
- [Address object](http://help.current-rms.com/en/articles/1143251-address-object.md)
- [Service object](http://help.current-rms.com/en/articles/1143247-service-object.md)
- [Use custom fields in document layouts](http://help.current-rms.com/en/articles/1657973-use-custom-fields-in-document-layouts.md): Use the document layout field name to add your own custom fields to your quotes and orders.
- [Hide items or groups on your documents](http://help.current-rms.com/en/articles/1762851-hide-items-or-groups-on-your-documents.md): Use Liquid syntax to hide products, services, or groups on your document layouts with criteria that you choose.
- [Add a PayPal button to your invoices](http://help.current-rms.com/en/articles/1048700-add-a-paypal-button-to-your-invoices.md): Use PayPal’s HTML buttons on our document layouts to provide a link for your customers to pay invoices.
- [Configure and manage integrations with other services](http://help.current-rms.com/en/articles/660465-configure-and-manage-integrations-with-other-services.md): Extend OnRent Events by integrating with other services, such as Xero, QuickBooks Online, Sage, MailChimp, WooCommerce, Adobe Sign, and more.
- [Import and export data](http://help.current-rms.com/en/articles/660480-import-and-export-data.md): Use CSV spreadsheets to create data en masse and extract data from your system.
- [How do I enable JavaScript?](http://help.current-rms.com/en/articles/1143539-how-do-i-enable-javascript.md): JavaScript is required to use OnRent Events. Our guide runs through how to turn on JavaScript in different browsers.
- [How do I upload my logo and add my address to document layouts?](http://help.current-rms.com/en/articles/1143581-how-do-i-upload-my-logo-and-add-my-address-to-document-layouts.md): Add your company information in Company Information and Stores.
- [Reports](http://help.current-rms.com/en/articles/1221246-reports.md): Use Reports to see information about your assets, customers, and revenue for the lifetime of your system.
- [General Data Protection Regulation \(GDPR\)](http://help.current-rms.com/en/articles/1692775-general-data-protection-regulation-gdpr.md): Questions answered about using the platform and the EU General Data Protection Regulation legislation.
- [How can I create and export custom reports?](http://help.current-rms.com/en/articles/12301963-how-can-i-create-and-export-custom-reports.md)
- [Get the exports of all of your stock for stock takes](http://help.current-rms.com/en/articles/422146-get-the-exports-of-all-of-your-stock-for-stock-takes.md): Use a custom view, the rental asset listing report, or export your stock levels.
- [E-invoicing](http://help.current-rms.com/en/articles/12547109-e-invoicing.md): How are we preparing for the upcoming e-invoicing changes and staying compliant with regulations.
- [An introduction to importing data](http://help.current-rms.com/en/articles/1044628-an-introduction-to-importing-data.md): Use CSV spreadsheets to create data en masse and extract data from your OnRent Events system.
- [General pointers for importing data](http://help.current-rms.com/en/articles/1044632-general-pointers-for-importing-data.md): Best practices for using our import data tool, including which apps to use and how to get a feel for the process.
- [Amend data via export and import](http://help.current-rms.com/en/articles/1047178-amend-data-via-export-and-import.md): Update multiple records at once by exporting to CSV, making changes, then re-importing.
- [Import from Another Solution](http://help.current-rms.com/en/articles/1044633-import-from-another-solution.md): Bring data from other software into OnRent Events.
- [What order should I import data?](http://help.current-rms.com/en/articles/1044635-what-order-should-i-import-data.md): Some data depends on other data having been created.
- [Import a complete product](http://help.current-rms.com/en/articles/2488451-import-a-complete-product.md): Import a product with rates, stock levels, supplier costs, accessories, and serialized containers.
- [Import Testing & Inspection results](http://help.current-rms.com/en/articles/3832433-import-testing-inspection-results.md): Use software like PATGuard or Powersuite? Export inspection results
- [Import data](http://help.current-rms.com/en/articles/1044640-import-data.md): Start the import process, map columns on your template to fields in the system, and work with your import results.
- [Export data](http://help.current-rms.com/en/articles/1044642-export-data.md): Get data out of the system as CSV files using System Setup \> Export Data
- [Organisation import templates - YouTube video](http://help.current-rms.com/en/articles/9728528-organisation-import-templates-youtube-video.md)
- [Product and Stock Level import templates - YouTube Video](http://help.current-rms.com/en/articles/9728591-product-and-stock-level-import-templates-youtube-video.md)
- [Example import files](http://help.current-rms.com/en/articles/1044569-example-import-files.md): Use our example import files as a guide on how to format your data.
- [Import data column headings](http://help.current-rms.com/en/articles/1143262-import-data-column-headings.md): A list of all of the column headings for importing and exporting data.

## Integrations and API

- [What integrations are available?](http://help.current-rms.com/en/articles/447330-what-integrations-are-available.md): Learn about our integrations with Xero, QuickBooks Online, Sage, MailChimp, WooCommerce and Adobe Sign.
- [Pay-by-link via Klipboard Money](http://help.current-rms.com/en/articles/12135728-pay-by-link-via-klipboard-money.md): You can set up your integration with Klipboard Money to use the pay-by-link feature, allowing you to send payment links to your customers.
- [Tokenised Payments with Klipboard Money](http://help.current-rms.com/en/articles/14723071-tokenised-payments-with-klipboard-money.md)
- [Pay by Link Security](http://help.current-rms.com/en/articles/14824770-pay-by-link-security.md): Security we have in place with Pay-By-Link
- [How does the Xero integration work?](http://help.current-rms.com/en/articles/447318-how-does-the-xero-integration-work.md): Post invoices & credits from OnRent Events to Xero and maintain one database of organizations.
- [Set up the Xero integration](http://help.current-rms.com/en/articles/447319-set-up-the-xero-integration.md): Follow our step-by-step guide to enable the integration
- [Import and export organizations from Xero](http://help.current-rms.com/en/articles/1269288-import-and-export-organizations-from-xero.md)
- [Use the Xero integration](http://help.current-rms.com/en/articles/447384-use-the-xero-integration.md): How to post invoices, make links between organizations, and take payments
- [Additional notes about the Xero integration](http://help.current-rms.com/en/articles/1062828-additional-notes-about-the-xero-integration.md): Some additional notes about contact mapping, invoice numbers, and taxes between OnRent Events and Xero.
- [Take payments when integrated with Xero](http://help.current-rms.com/en/articles/1838911-take-payments-when-integrated-with-xero.md): Record payments or refunds against an invoice when using our Xero integration.
- [Add a button to the organisation on your Xero contact page](http://help.current-rms.com/en/articles/1816159-add-a-button-to-the-organisation-on-your-xero-contact-page.md): Set up a custom link in Xero so that you can click through to the corresponding organisation quickly.
- [Differences between the Xero and QuickBooks Online integrations](http://help.current-rms.com/en/articles/447376-differences-between-the-xero-and-quickbooks-online-integrations.md): A brief overview of the differences between our integrations with Xero and QuickBooks Online.
- [Troubleshoot your Xero integration](http://help.current-rms.com/en/articles/447393-troubleshoot-your-xero-integration.md): Some common error messages and how to resolve them.
- [How does the QuickBooks Online integration work?](http://help.current-rms.com/en/articles/447383-how-does-the-quickbooks-online-integration-work.md): Post invoices & credits from OnRent Events to QuickBooks Online and maintain one database of organizations.
- [Set up the QuickBooks Online integration](http://help.current-rms.com/en/articles/1063165-set-up-the-quickbooks-online-integration.md): Follow our step-by-step guide to enable the integration between OnRent Events and QuickBooks Online.
- [Import and export organisations from QuickBooks Online](http://help.current-rms.com/en/articles/1269322-import-and-export-organisations-from-quickbooks-online.md)
- [Additional notes about the QuickBooks Online integration](http://help.current-rms.com/en/articles/1063212-additional-notes-about-the-quickbooks-online-integration.md): Some additional notes about contact mapping, invoice numbers, and taxes between OnRent Events and QuickBooks Online.
- [Use the QuickBooks Online integration](http://help.current-rms.com/en/articles/447636-use-the-quickbooks-online-integration.md): How to post invoices and make links between organizations.
- [Take payments when integrated with QuickBooks Online](http://help.current-rms.com/en/articles/3161502-take-payments-when-integrated-with-quickbooks-online.md): Record payments or refunds against an invoice when using our QuickBooks Online integration.
- [Troubleshoot your QuickBooks Online integration](http://help.current-rms.com/en/articles/447395-troubleshoot-your-quickbooks-online-integration.md): Some common error messages and how to resolve them
- [How does the Sage integration work?](http://help.current-rms.com/en/articles/4984035-how-does-the-sage-integration-work.md): Post invoices & credits from OnRent Events to Sage and maintain one database of organizations.
- [Set up the Sage integration](http://help.current-rms.com/en/articles/4984471-set-up-the-sage-integration.md): Follow our step-by-step guide to enable the integration between OnRent Events and Sage.
- [Import and export organizations from Sage](http://help.current-rms.com/en/articles/4984867-import-and-export-organizations-from-sage.md): Use the import and export tools on our Sage integration screen to maintain accurate records between both systems.
- [Additional notes about the Sage integration](http://help.current-rms.com/en/articles/4985419-additional-notes-about-the-sage-integration.md): Some additional notes about contact mapping, invoice numbers, and taxes between OnRent Events and Sage.
- [Use the Sage integration](http://help.current-rms.com/en/articles/4985362-use-the-sage-integration.md): How to post invoices, make links between organizations, and take payments
- [Take payments when integrated with Sage](http://help.current-rms.com/en/articles/4984943-take-payments-when-integrated-with-sage.md): Record payments or refunds against an invoice when using our Sage integration.
- [Troubleshoot your Sage integration](http://help.current-rms.com/en/articles/4985409-troubleshoot-your-sage-integration.md): Some common error messages and how to resolve them.
- [How Does the WooCommerce Integration Work?](http://help.current-rms.com/en/articles/4856087-how-does-the-woocommerce-integration-work.md): Push your full catalogue of products from Current RMS to a WordPress website using our WooCommerce integration.
- [Set Up the WooCommerce Integration](http://help.current-rms.com/en/articles/4856002-set-up-the-woocommerce-integration.md): Use our WooCommerce integration to push your OnRent Events product catalogue to a WordPress website.
- [Troubleshoot your WooCommerce integration](http://help.current-rms.com/en/articles/4855988-troubleshoot-your-woocommerce-integration.md): Some common error messages and how to resolve them.
- [How does the Adobe Sign integration work?](http://help.current-rms.com/en/articles/674108-how-does-the-adobe-sign-integration-work.md): Request digital signatures on documents from OnRent Events using Adobe Sign.
- [Set up the Adobe Sign integration](http://help.current-rms.com/en/articles/8912314-set-up-the-adobe-sign-integration.md): Integrate your OnRent Event system with Adobe Sign and enable signing for your document layouts.
- [MailChimp Integration](http://help.current-rms.com/en/articles/10710186-mailchimp-integration.md)
- [How does the MailChimp integration work?](http://help.current-rms.com/en/articles/1066659-how-does-the-mailchimp-integration-work.md): Export email addresses from People & Organizations directly to MailChimp lists.
- [Set up the MailChimp integration](http://help.current-rms.com/en/articles/1066888-set-up-the-mailchimp-integration.md): Integrate your system with MailChimp to export People & Organizations to MailChimp.
- [Setting up E-invoicing](http://help.current-rms.com/en/articles/14079167-setting-up-e-invoicing.md)
- [PATGuard Cloud's integration](http://help.current-rms.com/en/articles/4261655-patguard-cloud-s-integration.md): Sync results from common PAT testers by using the PATGuard Cloud testing solution.
- [Arrivy Integration](http://help.current-rms.com/en/articles/10710431-arrivy-integration.md)
- [How does Arrivy’s integration work?](http://help.current-rms.com/en/articles/3212061-how-does-arrivy-s-integration-work.md): Connect your office staff, delivery staff, and customers using Arrivy’s real-time communication and tracking platform.
- [TeamTrack’s integration](http://help.current-rms.com/en/articles/3721756-teamtrack-s-integration.md): Connect to TeamTrack to manage staff and freelancer availability, track hours worked, manage holiday and leave, and create crew callsheets.
- [Team Track Integration](http://help.current-rms.com/en/articles/10709885-team-track-integration.md)
- [How does Second Warehouse integration work?](http://help.current-rms.com/en/articles/3721754-how-does-second-warehouse-integration-work.md): Cover a shortage quickly by browsing local sub-rent suppliers using Second Warehouse’s supplier platform.
- [The HubSpot Integration](http://help.current-rms.com/en/articles/11588575-the-hubspot-integration.md): This is an article about how the integration between OnRent Events and HubSpot works.
- [How does the MYOB integration work](http://help.current-rms.com/en/articles/6908356-how-does-the-myob-integration-work.md): An overview of the MYOB integration
- [Set up the MYOB integration](http://help.current-rms.com/en/articles/6976620-set-up-the-myob-integration.md): Follow our step-by-step guide to set up the integration
- [Import Contacts and Export Organizations from MYOB](http://help.current-rms.com/en/articles/7046758-import-contacts-and-export-organizations-from-myob.md): Import Contact and Export Organizations from MYOB
- [Additional notes about the MYOB integration](http://help.current-rms.com/en/articles/7046534-additional-notes-about-the-myob-integration.md): Some additional notes about contact mapping, invoice numbers, and taxes between OnRent Events and MYOB
- [Use the MYOB integration](http://help.current-rms.com/en/articles/7046537-use-the-myob-integration.md): How to post invoices, make links between organizations, and take payments
- [Take payments when integrated with MYOB](http://help.current-rms.com/en/articles/7046765-take-payments-when-integrated-with-myob.md): Record payments or refunds against an invoice when using our MYOB integration
- [Troubleshooting your MYOB integration](http://help.current-rms.com/en/articles/7046788-troubleshooting-your-myob-integration.md): Some common error messages and how to resolve them.
- [Introduction to Webhooks](http://help.current-rms.com/en/articles/5203941-introduction-to-webhooks.md): An introduction to Webhooks, an advanced functionality of the OnRent Events API.
- [Additional notes on Webhooks](http://help.current-rms.com/en/articles/5220999-additional-notes-on-webhooks.md): Some additional notes about post requests, request retries and suspending webhooks.
- [Activity](http://help.current-rms.com/en/articles/5223304-activity.md): Possible sources and actions for activity webhooks.
- [Discussion](http://help.current-rms.com/en/articles/5223353-discussion.md): Possible sources and actions for discussion webhooks.
- [Document Layout](http://help.current-rms.com/en/articles/5226518-document-layout.md): Possible sources and actions for document layout webhooks.
- [Erase](http://help.current-rms.com/en/articles/5223579-erase.md): Possible sources and actions for erase webhooks.
- [Export](http://help.current-rms.com/en/articles/5223361-export.md): Possible sources and actions for export webhooks.
- [Import](http://help.current-rms.com/en/articles/5223365-import.md): Possible sources and actions for Import webhooks.
- [Invoice](http://help.current-rms.com/en/articles/5223404-invoice.md): Possible sources and actions for invoice webhooks.
- [Item \(Products and Services\)](http://help.current-rms.com/en/articles/5223408-item-products-and-services.md): Possible sources and actions for item webhooks.
- [Member \(Organisations, Contacts, Users, Venues, and Vehicles\)](http://help.current-rms.com/en/articles/5223412-member-organisations-contacts-users-venues-and-vehicles.md): Possible sources and actions for member webhooks.
- [Opportunity](http://help.current-rms.com/en/articles/5223423-opportunity.md): Possible sources and actions for opportunity webhooks.
- [PO \(Purchase Order\)](http://help.current-rms.com/en/articles/5223447-po-purchase-order.md): Possible sources and actions for purchase order webhooks.
- [Project](http://help.current-rms.com/en/articles/5223437-project.md): Possible sources and actions for project webhooks.
- [Quarantine](http://help.current-rms.com/en/articles/5223463-quarantine.md): Possible sources and actions for quarantine webhooks.
- [Rate Definition](http://help.current-rms.com/en/articles/5223548-rate-definition.md): Possible sources and actions for rate definition webhooks.
- [StockLevel](http://help.current-rms.com/en/articles/5223576-stocklevel.md): Possible sources and actions for stock level webhooks.
- [What is the API?](http://help.current-rms.com/en/articles/1062372-what-is-the-api.md): Feel free to create your integrations or easily access data from your system with our friendly open API!
- [What are third-party integrations?](http://help.current-rms.com/en/articles/3212064-what-are-third-party-integrations.md): Third-party integrations extend the functionality, but they’re not developed or maintained by us.
- [System Limitations](http://help.current-rms.com/en/articles/11651083-system-limitations.md): This article lists limitations to the use of our services.
- [Troubleshooting the API](http://help.current-rms.com/en/articles/12943307-troubleshooting-the-api.md): Common API errors, and how to fix them.
- [What is the OnRent Events Companion app?](http://help.current-rms.com/en/articles/2901973-what-is-the-onrent-events-companion-app.md): Pair your device with an opportunity by scanning the QR code to start using your device’s camera as a scanner.
- [Scan and enter barcodes using the Companion app](http://help.current-rms.com/en/articles/2901914-scan-and-enter-barcodes-using-the-companion-app.md): Allocate, prep, book out, and check-in barcodes using your smartphone or tablet’s camera.
- [Change Companion app settings](http://help.current-rms.com/en/articles/2901961-change-companion-app-settings.md): Customize your scan sounds and other settings.
- [Review the Companion app scan history](http://help.current-rms.com/en/articles/2901967-review-the-companion-app-scan-history.md): See all scan operations on your device across opportunities.
- [Companion App \(Beta\)](http://help.current-rms.com/en/articles/2901432-companion-app-beta.md): The OnRent Events Companion App for iOS and Android is currently in beta.

## Troubleshooting and Support

- [Clone](http://help.current-rms.com/en/articles/1035998-clone.md): Duplicate opportunities, products, and activities with a quick click.
- [Why can’t I add products to an opportunity?](http://help.current-rms.com/en/articles/1102171-why-can-t-i-add-products-to-an-opportunity.md)
- [Why don’t I see the “Invoice Opportunity” action?](http://help.current-rms.com/en/articles/1104865-why-don-t-i-see-the-invoice-opportunity-action.md)
- [Why does my product show as having zero \(or negative\) stock available?](http://help.current-rms.com/en/articles/1125379-why-does-my-product-show-as-having-zero-or-negative-stock-available.md)
- [Why won’t my tags save?](http://help.current-rms.com/en/articles/1143455-why-won-t-my-tags-save.md): Make sure you hit enter after typing in tag name.
- [What’s the maximum file size for attachments and images?](http://help.current-rms.com/en/articles/1143579-what-s-the-maximum-file-size-for-attachments-and-images.md): It’s 2MB for product images and 20MB for each attachment.
- [Why doesn’t my project quotation display any opportunities?](http://help.current-rms.com/en/articles/1159557-why-doesn-t-my-project-quotation-display-any-opportunities.md)
- [Can I add multiple photos to a product?](http://help.current-rms.com/en/articles/1143560-can-i-add-multiple-photos-to-a-product.md)
- [Can I revert an order to a quotation?](http://help.current-rms.com/en/articles/1143585-can-i-revert-an-order-to-a-quotation.md)
- [Can I set up sub-product groups in OnRent Events?](http://help.current-rms.com/en/articles/1143558-can-i-set-up-sub-product-groups-in-onrent-events.md)
- [Why isn't the tax being calculated or applied correctly?](http://help.current-rms.com/en/articles/11736572-why-isn-t-the-tax-being-calculated-or-applied-correctly.md): Why Isn't Tax Being Calculated or Applied Correctly?
- [How can I troubleshoot and resolve issues with uploading or saving images in OnRent Events?](http://help.current-rms.com/en/articles/12400198-how-can-i-troubleshoot-and-resolve-issues-with-uploading-or-saving-images-in-onrent-events.md)
- [How do I remove items from a container and delete the container in OnRent Events?](http://help.current-rms.com/en/articles/12400202-how-do-i-remove-items-from-a-container-and-delete-the-container-in-onrent-events.md)
- [How can I troubleshoot data import issues in OnRent Events?](http://help.current-rms.com/en/articles/12546833-how-can-i-troubleshoot-data-import-issues-in-onrent-events.md)
- [Troubleshooting the Chatbot](http://help.current-rms.com/en/articles/13389654-troubleshooting-the-chatbot.md): Issues with the Chatbot
- [Troubleshooting: Unable to Switch Between Stores](http://help.current-rms.com/en/articles/14424236-troubleshooting-unable-to-switch-between-stores.md): If you're having issues switching stores, please follow this.
- [Enabling Support Access](http://help.current-rms.com/en/articles/11521148-enabling-support-access.md): This is an article about how you can give the support team access to your system for easy troubleshooting.
- [How can I troubleshoot and resolve common tax calculation issues in the system?](http://help.current-rms.com/en/articles/11836612-how-can-i-troubleshoot-and-resolve-common-tax-calculation-issues-in-the-system.md)
- [Klipboard / OnRent Events](http://help.current-rms.com/en/articles/12008464-klipboard-onrent-events.md): What are all these name changes, and what does this mean for me? Find out here.
- [Support Help Service](http://help.current-rms.com/en/articles/10523273-support-help-service.md): What do we do and how we do it!
- [How do I book remote training?](http://help.current-rms.com/en/articles/1159605-how-do-i-book-remote-training.md): Remote training is included as part of your subscription!
- [Introducing a new look for OnRent Events!](http://help.current-rms.com/en/articles/16071358-introducing-a-new-look-for-onrent-events.md): Refresh and renewed Interface