Rentals

Rentals runs asset- and unit-based renting — define units, take reservations, manage lease contracts and returns, and bill on a rental cycle. Suits equipment hire, vehicle rental, and property.

Set up units

1. Go to XO Operations → Rentals → Unit types → New.
2. Define unit types and the individual units under each.
3. Set rental pricing rules (per hour/day/week, seasonal rates, deposits).

Reservations & contracts

1. Create a reservation order for a unit and period; XO checks availability.
2. Convert to a lease contract with terms, deposit, and billing cycle.
3. Bill rent on the cycle (links to Invoicing).

📷 Screenshot: a rental calendar showing unit availability and a booked period.

Returns

1. On return, record condition and any damages.
2. Settle the deposit (refund or deduct) and close the contract.

Best practices

• Use pricing rules for seasonal demand rather than editing prices manually.
• Track availability to avoid double-booking units.
• Record condition on return to justify deposit deductions.

Troubleshooting

• Unit shows unavailable. Check overlapping reservations and maintenance holds.
• Deposit not settled. Complete the return step before closing the contract.

Related guides

• Bookings
• Products
• Invoicing & E-Invoicing