Rental Transaction Report
Rental invoices with what has and has not been returned per product. For chasing rental goods that have not come home.
Questions It Answers
- Which rental items are still in customers' hands, from which invoices?
- Which rentals are past their end time but not returned?
- What rental value was completed this period?
Filters
| Filter | What it does |
|---|---|
| Transaction Date | Date range of the rental invoices. Empty means the whole history - slow on years of data, so always fill it. |
| Division | Pre-filled from the user role's default division. A role locked to one division cannot change it. |
| Rental Completed | Toggle. Off: rentals still running. On: rentals marked completed. |
| Customer | One customer only. A role locked to a specific customer gets it pre-filled and read-only. |
| Rental Expired | Date range of the rental end time - set it up to today to find overdue rentals. |
How To Read It
One block per rental invoice (number, customer, rep, date, total, memo) then product rows.
| Column | Meaning |
|---|---|
| Quantity, Unit | Units rented out. |
| Rent Returned | Units that came back through the Rental Return form for this invoice. |
| Rent Not Yet Returned | Quantity - Rent Returned. |
| Gross, Discount, Net, Tax, Extra Tax, Subtotal | Rental value per product. |
Why The Numbers May Differ
- Only Sales invoices flagged as rental and approved; ordinary sales are absent.
- Returns only count when recorded through the Rental Return form - goods that came back without a document still look outstanding.
Menu Location
- Sales & POS / Sales Reports / Rental Transaction Report
/report/renttransaction