All CollectionsOrders & RentalsCreating & Managing OrdersCreating & Managing OrdersPlacing new orders, editing existing ones, and handling order-level changes like date adjustments and refunds.16 articlesHow to Swap Units in an Order?How to Create a New Order in the Admin ConsoleHow to Adjust Dates in a Rental OrderHow to Change Payment Methods on Existing Orders (Credit/Debit Cards Only)How to Upcharge a CustomerAdd an upcharge line item to an invoice, set the amount, quantity, and tax, then either charge it immediately or add it to the balance.How To Add Media To An OrderAttach photos or videos to an order from the Media section by uploading or dragging and dropping files.How to Edit Existing OrdersEdit an active order — add products, adjust fields, and update pricing — then collect an additional payment or issue a refund as the balance changes.Revert Orders to a Previous StatusRoll an order back to a previous status (Approved or On Rent) to correct an accidental status change or an order cancelled by mistake.How To Add/Update A Rental PolicyAdd or update your rental policy from Content Pages, either by uploading a PDF or entering the text directly, and set it as a legal document.How To Use Custom Rental RatesChange the rental rate on an individual order without affecting a product's default rates, so you can offer different pricing per customer.Custom Sale ProductsAdd one-time sale items to an order that aren't in your public inventory, with a custom name, price, and optional GL and tax categories.Custom Rental ProductsAdd specialized rental items to an order that aren't in your public inventory, with custom names, pricing, and optional GL and tax categories.Missed Rental FunctionalityLog missed rental opportunities to track why orders didn't convert, by creating a missed rental or marking a reservation request as missed.Purchase OrdersCreate, approve, and receive vendor purchase orders for internal inventory and expense tracking, with automatic inventory updates and QBO sync.Sales Order FunctionalityWhy approved sales orders can't have units assigned to new items, how to recreate the order correctly, and how to set a customer to On Account.Prorated PricingHow prorated rental pricing works in Quipli, how to enable it, and how your per-day vs. per-week/month pricing tiers determine whether time is prorated.