How to Attach Receipts and Permits to Items

Adding Receipt and Permit Templates

1. Navigate to the Catalog
   • From the main Dashboard, click the Operate Menu (the center icon).
   • Select Catalog & Pricing.
   • Click on Facility Rental Catalog.
2. Edit the Specific Item
   • Locate a specific item in the list.
   • Click the pencil icon (Edit) on the far right of that row.
3. Access Document Settings
   • Once inside the Item details page, click the Documents tab in the top navigation bar.
4. Configure the Receipt
   • Scroll down to the "Receipt Template" section.
   • Click the dropdown menu (which defaults to "System Default Template").
   • Select the desired receipt.
5. Configure the Permit
   • Scroll down to the "Permit Generation" section.
   • Check the box for Automatically generate and send a rental permit.
   • In the "Choose Permit Template" dropdown that appears, select the desired permit.
6. Save Changes
   • Click the green Save Document Settings button at the bottom.
   • Confirm that the "Document Info Saved" success message appears in the top right corner.