Leasing Agents
Use the Manage Leasing Agents window to add, edit, deactivate, and delete the Leasing Agents that customers use to order, purchase, and pay for equipment.
When a Leasing Agent is selected on a work order an invoice, the report shows both the leasing agent and the customer.
I want to read the white paper (with lots of screenshots) about the FCL Leasing Agent Process.
What you'll find:
Adding Leasing Agents
You can add a new leasing agent at any time.
To add edit an leasing agent
* indicates a required field (other fields are optional)
Navigate to Accounts Receivable > Manage > Leasing Agents.
The Manage Leasing Agents window opens.
Click Add.
The Add Leasing Agent window opens.
In the Name* box, enter a unique description for the leasing agent.
For example, National Leasing. This name appears anywhere that you select or view a leasing agent and in all related reports.
Enter the Address of the leasing agent, including City*, Province*, Country*, and Postal Code.
The address appears in all related reports.
New leasing agents are Active by default.
Click Save.
The Add Leasing Agent window closes.
Editing Leasing Agents
You can edit any of your existing leasing agents at any time.
To edit a leasing agent
Navigate to Accounts Receivable > Manage > Leasing Agents.
The Manage Leasing Agents window opens.
From the list of leasing agents select the one to edit, then click Edit.
The Edit Leasing Agent window opens.
Make your changes.
Click Save.
The Edit Leasing Agent window closes.
Deactivating Leasing Agents
A leasing agent can be deactivated if you no longer deal with that agent. An inactive leasing agent cannot be selected on new invoices but will not be removed from existing ones.
To deactivate a leasing agent
Navigate to Accounts Receivable > Manage > Leasing Agents.
The Manage Leasing Agents window opens.
From the list of leasing agents select the one to deactivate, then click Edit.
The Edit Leasing Agent window opens.
Uncheck the Active check box.
Save the change.
The leasing agent is deactivated immediately.
Deleting Leasing Agents
A leasing agent cannot be deleted if it has been used but it can be deactivated. When you delete a leasing agent, it is no longer available.
To delete a leasing agent
Navigate to Accounts Receivable > Manage > Leasing Agents.
The Manage Leasing Agents window opens.
In the Payment Type list, select the leasing agent to delete and then click Delete.
Note
If the Delete button is not available, the leasing agent you selected has been used and cannot be deleted.
Click Yes to confirm the deletion.
The leasing agent is deleted.