Sales Preferences

To access this section go to Setup > Preferences > Sales.

  • Payment Terms
    Sets text that will show under Payment Terms in the invoice preview.  Refer to the following help doc for more details on this option.
    https://hirepos.azurewebsites.net/Members/HelpDocView?Help_ID=3
  • Invoice Terms
    Does not show on invoice preview template by default, however can be used for custom templates.
  • Invoice Message
    Sets "default" text that show in the footer section of the invoice preview.  Can be overwritten on an invoice by invoice basis.  Additional templates can be added and selected on an invoice by invoice basis.  Refer to the following help doc for more details on this option.
    https://hirepos.azurewebsites.net/Members/HelpDocView?Help_ID=60

  • Delivery Docket Message
    Sets text to show in the delivery details section in the invoice screen and the Delivery Docket preview template.
  • Statement Message
    Sets text to show in the statement preview template.
  • Default Bond Amount
    Sets default "Bond" amount for new sales.
  • Damage Waiver (Auto Add)
    Sets item to use for damage waiver charges.  Refer to the following help doc for more details on the function:
    https://hirepos.azurewebsites.net/Members/HelpDocView?Help_ID=81


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