Workflow
Manage customer accounts, credit terms and rental history
Track account customers, payment terms and rental history from a single dashboard. Give your team full visibility of every customer relationship.
Account customer data scattered across systems creates billing errors and missed risks
Rental businesses that work with account customers — contractors, facilities managers, ongoing trade clients — need more than a name in a booking. They need credit limits, payment terms, consolidated rental history, and outstanding balances that any staff member can check before taking a new booking. When this information lives in a spreadsheet alongside the main system, the result is inconsistent credit terms, untracked balances, and disputes that nobody can resolve quickly.
How Renttix manages customer accounts
Account and upfront customer types
Each customer in Renttix is configured as either an account customer or an upfront customer. Account customers carry payment terms, credit limits, and invoicing settings at the account level — applied automatically across all their rentals without manual setup on each booking.
Payment terms and invoicing schedules
Net 30, net 60, end of month, or custom terms are set per customer and applied automatically when invoices are generated. Staff do not need to remember or manually apply terms for each account.
Credit limit management
A credit limit is configured per account customer. When a new rental would take the customer over their limit, Renttix surfaces a warning before the booking is confirmed — catching the risk at the point of booking, not at the point of invoicing.
Consolidated rental history
Every rental by an account customer is visible in a single record. Staff can see what is currently on rental, what has been returned, what has been invoiced, and what is outstanding — without searching through individual bookings.
What account management changes operationally
Consistent credit terms across every booking
Payment terms are set once at the account level and applied everywhere. Staff are not applying different terms to the same customer across different bookings because the account record was not consulted.
Outstanding balance visible before taking new rentals
The account record shows the total outstanding balance across all unpaid invoices. Credit control does not require exporting data from two systems and matching it manually.
Multiple contacts per account
Large account customers often have separate site contacts and billing contacts. Renttix supports multiple contact records per account with role assignments, so invoices and rental documents reach the right person.
Account notes visible across all bookings
Notes logged against a customer account are visible from every booking for that customer. If a customer has a late payment history or special handling requirement, staff see it before the rental goes live.
Customer account management questions
What is an account customer in rental software?
An account customer is a business or individual who rents on credit rather than paying upfront at each transaction. In Renttix, account customers have payment terms, credit limits, and invoicing schedules configured at the account level. These settings apply automatically to every rental they place, so staff do not need to set them manually on each booking.
How do rental companies manage payment terms for account customers?
In Renttix, payment terms — net 30, net 60, end of month, or custom arrangements — are stored per customer account. When an invoice is generated for that customer, the correct terms are applied automatically. The system supports different terms for different customers without manual adjustment on each invoice.
How do I check a customer's current outstanding balance?
The customer account record in Renttix shows the total outstanding balance across all unpaid invoices. Staff can see the balance before taking a new rental, and the system warns when a new booking would take the customer over their credit limit.
Can I store multiple contacts for the same account customer?
Yes. Renttix supports multiple contact records per customer account with role assignments. A site manager who places rentals and a finance contact who handles invoices can both be stored against the same account, each receiving the appropriate documents.
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