In HirePOS, the Home page serves as a central hub providing easy access to various features and functions. This guide will walk you through how to nav...

Efficient management of customer information is essential for the smooth operation of any business. This guide provides a comprehensive overview of ho...

HirePOS offers seamless integration with various accounting applications to enhance your business operations. This document outlines the accounting sy...

The Sales/Hire Menu in HirePOS contains all the core functions for creating and managing Quotes, Bookings, Invoices and hire-related tasks. This artic...

This guide provides comprehensive instructions on how to receive payments, record cash on delivery (COD) payments, handle outstanding payments, proces...

Bank Feeds are included in HirePOS to streamline expense and payment tracking. If the Accounting/Bookkeeping module is switched on via Setup > Prefe...

Chargebacks (also called disputes ) are a reality for any business accepting card payments. In the hire industry, they are especially relevant becaus...

This document provides a step-by-step guide on how to set up a purpose-built email template for emailing receipts within the HirePOS system. Following...

If your business currently stores raw card details or allows them to be viewed in full after entry, it’s time to make a change. Storing visible card ...

Many hire businesses prefer to take card payments using their EFTPOS terminal, especially when the customer is present and able to tap, insert, or swi...

To create a new Purchase Order in HirePOS, follow these steps: Access the Purchase Orders section under Expenses > Purchase Orders. Click on either Ne...

This document provides a comprehensive guide on how to access the Sales Stock Levels & Reordering screen in HirePOS, as well as instructions for order...

The Expenses menu in HirePOS provides tools for recording and managing supplier bills, business expenses, purchase orders, stock reordering, and oth...

This document provides instructions on how to automatically include a CSV file instead of a PDF when emailing supplier purchase orders. For a seamles...

This document provides an overview of the " Invoice now, supply later " feature available in the Invoice screen. This functionality is particularly us...

This guide explains how to create and link Purchase Orders from Sales Records within the HirePOS system. Purchase Orders can be created directly f...

In many hire and project-based businesses, the final supplier cost is not always known when a Purchase Order (PO) is created. This is common for: Frei...

Supplier Pricelist items added to a Purchase Order can be converted into stocked items in HirePOS. This creates the item in your inventory and links t...

The Find Expenses screen in HirePOS lets you quickly find and review existing bills and expenses. To access this screen, go to Expenses > Find Expe...

The Pay Bills screen in HirePOS provides an overview of outstanding supplier bills and lets you select a supplier to review and process bills for pa...

Accurate reconciliation of bank transactions is essential for maintaining the integrity of your financial records. This document outlines the steps ne...

The HirePOS Bookkeepoing Module is designed for smaller cash-based businesses that do not already have accounting software. Read more about Bills and ...

HirePOS includes powerful bank feeds and reconciliation tools that allow you to: Match payments to invoices Create expenses Reconcile your bank accoun...

Bank Reconciliation is crucial for ensuring accurate financial records. This guide provides an overview of how to reconcile your bank account and how ...

The Cash Book in HirePOS provides a central view of bookkeeping transactions, including income, expenses, account transfers, and opening balances. T...

The Budget screen in HirePOS allows you to set monthly income and expense budgets and compare them with your actual financial results throughout the...

The CRM (Customer Relationship Management) module in HirePOS allows your business to track, follow up, and communicate with customers throughout the h...

Most activities within the system automatically generate reminders on the main page for upcoming bookings, overdue returns, expenses, maintenance, etc...

CRM notes can be linked to customers, contacts, leads, and invoices, providing a comprehensive timeline of interactions. To search through all existi...

Leads in HirePOS represent potential customers for whom you have not yet gotten to the stage of creating a quote or sales record. Leads is a place to ...

The Quotes Tool in HirePOS provides a centralized hub to manage, track, and filter quotes efficiently. It allows users to create, monitor, and updat...

This document provides a comprehensive guide on how to send SMS messages to customers using the HirePOS system. It covers both general SMS sending and...

This document provides a comprehensive guide on how to efficiently send bulk email and SMS messages to customers for specific purposes other than gene...

In HirePOS, you have the ability to automate the sending of follow-up emails based on specific criteria you set for your secondary email templates. Th...

The Projects module efficiently tracks multiple quotes, bookings, and invoices within a single project. This feature streamlines the process of managi...

The Events module is specifically designed for businesses operating within the events and entertainment industry. This module consolidates related sal...

The HR module in HirePOS is a comprehensive tool designed to streamline staff time tracking and task assignment processes. This module encompasses var...

The Crew Management module within the HR menu is designed to streamline the scheduling of staff jobs, enhancing operational efficiency. This module al...

With SMS express enabled, you can send crew invitations for unassigned jobs directly from the calendar screen. The three-step invite process allows yo...

Timesheets in HirePOS allow you to record and review staff working hours, breaks, job-related time, and clock events. Go to HR > Timesheets to manag...

This document provides a comprehensive overview of shifts within the HirePOS system, detailing their purpose, setup process, and usage in task managem...

The Clock On/Off page allows staff to record their working day in HirePOS, including clock-on, lunch and clock-off times. Staff can also add shift n...

The Maintenance Module in HirePOS is designed to help you efficiently manage and track all service, maintenance, and repair activities for your equipm...

This document provides a comprehensive guide on how to access and utilize the reporting features available in HirePOS. With over 300 reports covering ...

This document provides comprehensive instructions on how to print global and customer-specific price lists. By following the outlined steps, users can...

To calculate the cost of sales in HirePOS, you first need to determine the stock-on-hand value at the start and end of the reporting period. This is d...

In order to enhance your reporting capabilities, you may find it necessary to request significant modifications to your report template. These customi...

Use this guide to identify the most suitable HirePOS report for a question or task. Report names and categories below match the Reports page. Go to R...

In HirePOS, the global search icon (magnifying glass) in the top menu bar is a quick and efficient tool for searching across various areas within the ...

The Recent History feature can significantly enhance your workflow and save valuable time. The Recent History icon is represented by an analogue clock...

This document outlines how to add items to your cart, view cart contents, and incorporate cart items into sales records. You can add items to your car...

The Tasks feature in HirePOS enhances productivity by allowing users to add and track unscheduled tasks efficiently. This document provides an overvie...

The "New Home Tab" icon is located in the top menu bar and is represented by a square with an arrow pointing out the top right corner. Its function is...

The Help Menu provides users with access to various resources designed to assist with inquiries, support, and feedback. The Help Menu is easily identi...

If you encounter a bug or error in HirePOS, you can submit a bug report directly from the Get Support or Contact Us menu. This allows you to provide...

The Get Support / Contact Us page helps direct you to the most appropriate support option based on what you need assistance with. When you open the ...

The HirePOS AI Assistant helps you quickly find features, learn how to complete tasks, and navigate the system using simple, natural language questi...

The Global Search feature in HirePOS is designed to enhance user experience by enabling users to quickly locate specific pages and information within ...