How to use the Use & Pay feature?

Step 1: Go to the Bookings page and click on the Create button to create a booking as normal on the Car and Van Rental Software.

Step 2: On the quote page, click on the Pay & Confirm button. 

Step 3: On the Payment Method selection page, you will see the toggle buttons for 'Pay & Use' and 'Use & Pay'. The 'Pay & Use' toggle option is selected by default as this is the same as the existing booking/payment flow where you select the payment method upfront and then the booking is created (and therefore Pay and Use). 





Step 4: If you select the 'Use & Pay' toggle option then you will see the 'Confirm Booking' button directly. 





Step 5: Once the Confirm Booking button is clicked, the booking will get confirmed immediately and the invoice will be created but in a new 'Draft' invoice status. 





Step 6: The booking can start as normal and later the invoice can be edited/updated to reflect the accurate charges, using the Edit button at the bottom of the invoice. 





Step 7: When the Edit button is clicked, the invoice line item description, unit price, and the VAT/TAX fields will become editable. Then the Update button can be clicked to save any changes made. 





Step 8: Once you're ready to approve the invoice, click on the Confirm Invoice button on the top of the invoice. 





Step 9: Once the Confirm Invoice button is clicked, the invoice will be emailed to the customer's email address automatically. This button will disappear and the invoice status will also change to 'Unpaid'. 





Step 10: The Edit button on the bottom of the invoice will still be available to further make any updates later even after the vehicle is received back and the booking is closed. 





Step 11: Once a payment has been added to the invoice, the Edit button will disappear. 





This is how the 'Use & Pay' feature works where basically you let your customer Use (hire vehicle first) and then take payments later. 

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

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