All Categories > The HirePOS Menus > Sales/Hire Menu > Customer Overview > Sales Records
A collection of documents revolving around recording and charging for metered usage
2 articles by 1 author
Sales records can be duplicated via the button at the top right of the invoice page. Click Options > Create Duplicate. A number of options are available to default the details of the new duplicate in…
Updated 3 weeks ago by Brad mills
Lag Time is extra time in addition to the hire period where items are not available. This is typically due to cleaning and other preparation tasks, or it may include delivery/pickup time. The lag tim…
Updated 3 weeks ago by HirePOS
HirePOS will let you know who the last person to open a sales record was and how long ago they opened it. This is designed to minimise the risk of an invoice being edited by multiple users at the same time, and the second person to save overwriting the first persons work,
Updated 4 weeks ago by Tim
The cost/profit function allows you to record and calculate markups on an invoice line by line basis, returning a GPP (Gross Profit Percentage) margin for the invoice. Cost/Profit reports can be gene…
Updated 3 months ago by HirePOS
When dealing with sales records that are no longer needed, the recommended practice is to cancel the record rather than deleting it. This ensures a complete history of events remains available. It is…
Updated 3 months ago by Tim
There are three signatures that can be recorded against a Sale (quote/booking/invoice). Signature Request. A request can be sent to the customer in advance via email or SMS. Typically the customer re…
HirePOS allows you to get over the counter signatures from customers using a tablet or touch screen as a signature pad. This device will typically be mounted on a stand and used as a dedicated signat…
Updated 3 months ago by Shayne Cooper
Booking & Invoice details are recorded through the same page. You can enter a new booking and later change it over to an invoice, or you can enter a new invoice immediately. The key difference betwee…
Hire or Sales invoices can be set as Recurring invoices to repeat at regular intervals until the hire or subscription is discontinued. How to set an invoice as recurring. Open any existing Invoice or…
Signatures can be obtained in person using a tablet device, via the Get Signature button at the bottom right of the invoice screen. If you would like to use a tablet as an dedicated signature pad to…
Deposit Due dates can be tracked via the Deposit Due field in the Other tab on the Bookings page. If no deposit or payment has been made by the Deposit Due Date then the booking will show on the Remi…
Sales Orders can be used where a customer requests 'sales' goods which are not available in stock and need to be ordered in from a supplier. The sales order does not appear in sales reports or sales…
It is often important from both an accounting and administration point of view to ensure that particular records are not inadvertently altered by administration staff, and are not altered at all by u…
Updated 4 months ago by Tim
There are two easy ways to remove a line item from a quote/booking/invoice. Option 1: 'X' Button. The quickest and easiest way is to click the 'X' button on the far right end of the line. Option 2: L…
Bonds are an additional payment to the hire charge, and are used when the customer needs to be advised of the payment amount required prior to the day the hire starts. Take for example a hire booking…
Updated 5 months ago by HirePOS
Click the Receive Payment button at the bottom right of the Invoices page to open the Receive Payment page. The Payments screen is divided into two sections, one for the payment and the other for the…
Occasionally, you may need to change the billing customer on a Sales Record (Quote/Booking/Invoice). This can happen in complex quoting and invoicing arrangements, or simply as a result of human erro…
Updated 6 months ago by Tim
Quote details are recorded through the same page as Booking & Invoices. You can enter a new Quote and later change it over to a Booking or Invoice at any time. Quote are not taken into account for hi…
Updated 7 months ago by Brad mills
The video above is designed to give you a quick crash course on the Sales Record screen in HirePOS.
Updated 7 months ago by Tim
We find that in a majority of cases, the pickup address is the same as the delivery address. For this reason, HirePOS will assume that if no pickup address has been entered, it is going to be the sam…
Stand Downs can be recorded against a hire to track and deduct any period the equipment was not usable due to bad weather, maintenance, or otherwise. How to record a Stand Down against a Hire. Edit a…
Updated 7 months ago by HirePOS
Booked From TBA. The Booked From TBA setting indicates that the scheduled start date is not locked in and is to be advised. The Booked From TBA is only a visual flag and has no real functionality in…
Updated 8 months ago by HirePOS
The Invoice Message field is used for displaying additional notes to the customer at the invoice level. Notes can be entered in the "Message" box towards the bottom of the invoice page as shown below…
When adding an item to a Booking/Invoice via the "Code" column dropdown, the "Check Availability" link can be used to check available quantities prior to adding the item. Ensure you have the "Booked…
An Off Hire date is the date you want to stop charging for the items on the invoice, but it has also not been returned yet. How to record an 'Off Hire'. In the invoice page, click the Options dropdow…
Updated 8 months ago by Brad mills
The autocalc popup is switched on by default, and presents you with a number of options to recalculate the Booking/Invoice quantities and/or units based on the period of hire. Whenever you change a B…
Updated 8 months ago by Shayne Cooper
If Bookings or Invoices are overpaid the balance will show on the Invoice page as a red Negative value and the Receive Payment button will instead show as Refund Payment. How to refund a payment Edit…
For many businesses, it is common to require the customer to pay a deposit in order to secure their booking. In some cases, this can occur months, or even a year or more in advance. Depending on the…
Updated 9 months ago by Tim
Firstly, the customer should be set to 'Stop Credit' status. It is best not to make the customer inactive, as if the customer does return to purchase further goods and services they will not be visib…
Updated 9 months ago by HirePOS
Mark Invoices As Sent Individual invoices can be marked as 'Sent' by checking the ' Mark Invoice As Sent ' checkbox next to the ' Send ' button in the email page, or by checking the 'Sent' box toward…
The signature request feature is used to obtain a signature from the customer via email where the customer can sign and accept the quote or agreement using most desktop and mobile devices. A unique s…
Powered by HelpDocs (opens in a new tab)
Updated 7 months ago
by Tim
