October 29th, 2024
New Features
SEIS Damage Waiver Integration
Quipli has partnered with SEIS to automatically generate rental damage waiver certificates for product units.
Requires products to be tracked by serial unit, with unit hours and make/model/year populated on the unit.
Once a product is on-rented, certificate details (start/end dates, deductible, rental amount, certificate rate, and cost) appear under the SEIS integration section on the order.
Certificate generation happens automatically when a unit is on-rented; if generation fails, the admin receives an email notification to follow up with SEIS directly.
SEIS cannot generate certificates retroactively; on-renting a unit more than five hours in the past will trigger a warning that the certificate won't generate automatically.
This integration requires backend setup with Quipli before use; interested customers should reach out to get configured.
Service & Repair Updates
Import and export functionality has been added for both parts and services, allowing admins to add stock and pricing for each. A sample import sheet is available for the correct format. Stock is tracked per location; services don't carry stock, only pricing.
Work orders now come in two types: Fleet Work Orders (unchanged from current functionality) and new Customer Work Orders, which can be assigned to a specific customer for invoicing.
Parts and services can be added directly to a customer work order, and stock is automatically deducted from location inventory once the work order is started.
Completed customer work order invoices can be emailed to the customer for payment (credit card or other method) and will also appear in that customer's Collectibles.
This feature is still being built out and is currently available via beta; interested customers can reach out to get access.
Purchase Date Added to Product Units
A new Purchase Date field can be set when creating or editing a product unit (defaults to the current day), representing the date the unit becomes available.
Availability and depreciation calculations are now based on this purchase date rather than the unit's creation date.
Existing units will have their purchase date automatically set to their original creation date, but this can be edited individually or updated in bulk via import.
Ability to Unapply a Payment from an Invoice
For invoices that need a refund, admins can now choose to unapply the payment instead of refunding it back to the original payment method.
Unapplying removes the amount from the original invoice and moves it to the customer's account as an unapplied payment, viewable under that customer's Collectibles.
Unapplied payments can later be used as a payment method to pay other invoices for that customer, or refunded from the Collectibles screen if needed.
Unapplying a payment does sync the updated payment amount to QuickBooks.
Bug Fixes & Improvements
Improvement: Cash Basis accounting filter added to the GL report. Tax jurisdiction accounts can now be set to report on a cash basis (based on payment date) rather than accrual basis (based on invoice date), by selecting the tax type account and enabling the cash basis option.
Improvement: Ability to merge existing customers. Duplicate customer accounts (for example, one created in admin and one created via e-commerce) can now be merged. Addresses, orders, and collectibles transfer to the surviving account; payment methods and documents do not merge due to how Stripe stores payment data, and must be re-added if needed.
Bug Fix: Ordering of prices on the e-commerce site. Rental durations (day, week, etc.) now display in the correct order.
Improvement: Ability to filter the rental report by date, including filtering lifetime totals within a specific date range to identify top customers for a given period.
Bug Fix: Sale add-ons now display correctly for rental products on the admin side.
Common Questions
What do I need to set up before using the SEIS Damage Waiver integration?
Your products must be tracked by serial unit, with hours and make/model/year populated on each unit. You'll also need to contact Quipli to get the integration configured on your account before it can be used.
Can I generate a SEIS damage waiver certificate for a unit I on-rented in the past?
No. SEIS cannot generate certificates retroactively. On-renting a unit more than five hours in the past will trigger a warning that the certificate won't be generated automatically, and you'll need to contact SEIS directly.
Is the Service & Repair customer work order feature fully available to everyone?
Not yet. It's currently in beta as Quipli continues building it out. Reach out if you'd like early access and to provide feedback.
Can customers pay a service work order invoice through the customer portal?
Not currently. Customer portal payment support for service work order invoices is still being built. For now, invoices can be emailed to the customer for payment by another method.
How does the new Purchase Date field affect existing product units?
Existing units automatically have their purchase date set to match their original creation date. You can edit this individually per unit or update it in bulk via import if needed.
If I unapply a payment instead of refunding it, does that sync to QuickBooks?
Yes, unapplying a payment syncs the updated payment amount to QuickBooks.
What happens to a customer's data when I merge two accounts?
Addresses, orders, and collectibles merge into the surviving account. Payment methods and documents do not merge, due to how Stripe stores payment information, and would need to be re-added separately if needed.