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Reservation - Tab 4: Notices & Photos (#RESSTAB401)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120223 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.1 (and higher)   n/a

Reservation - Tab 4: Notices & Photos

  1. For information about the core window elements (around the edge of the screen), please refer to knowledgebase article #RESSTAB101, which details the first tab.
  2. Other window elements: Tab 4: Notices & Photos
    • Print Form will allow you to quickly & easily print any notice from Notice Plan number 9 (more on Special Notice Plans #NTCPLNSTP01). If you have more than one notice on notice plan 9, you will be asked which notice you wish to print, via a popup selection window. This is handy for printing out a privacy policy, or some kind of pre-filled document.
    • The Notice history section to the top left records all of the letters, emails & TXTs that have been sent to this Reservation from within StorMan. The mobile-phone, email +, letter +, x and printer icons to the top-right of this panel are used to compose a new TXT (if setup), compose a new email, compose a new letter, delete the highlighted item and print the highlighted item (respectively). More on manually adding a notice to the Agreement using these buttons: #CUSMANA01.
    • The Photo & Document Module section lets you add multiple photos or PDF files to this Reservation (more on adding photos or PDF's to a Reservation: #CUSPHT01).
    • The AutoPay details section on the right hand side allows you to setup automatic payments for this Customer. There are three types of automatic payment... Credit Cards - Online (through a supported 3rd-party provider; see: #3PTYCOMP), Credit Cards - Offline (more info: #ATPYSTPOFLCC01) and Direct Debits (through a supported 3rd-party provider; see: #3PTYCOMP). Simply activate the checkbox, enter the amount, select the type and set your start & end dates. Note: Credit Cards Online and Direct Debits require a 3rd-party merchant account, such as the one available through one of our providers. You can compare our 3rd-party providers here.
    • The Credit card info and Bank account info fields are used to enter this data, depending on which automatic payment method the Customer wishes to pay by (again, this depends on certain factors; see point above).
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