Preferences - HelpDocs

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Preferences

Modules

HirePOS has many extra features / modules that can be activated in order to provide extended functionality and time saving tools to your business.

5 articles by 3 authors

Accounting Integration & Other APIs

A collection of all the articles relating to the use of external software and service providers that can integrate and work alongside HirePOS

21 articles by 3 authors

Restrictions

Sometimes you will need to enforce certain policy elements throughout your organisation to ensure accuracy and dependability of certain pieces of data. The restrictions settings in HirePOS can help you do this.

2 articles by 1 author

Online Store

All setting and preferences related to the Online Store Module of HirePOS

8 articles by 3 authors

Email Templates & Settings

A Collection of articles relating to the setup and usage of all things email related in HirePOS

13 articles by 4 authors

Users and Staff

Create a secure, productive, and efficient work environment for your team with user accounts and staff member assignments.

8 articles by 3 authors

SMS Templates

Just like sending emails, HirePOS can intelligently write the body of an SMS message for you based on where you are sending from. For example, you can setup HirePOS to easily send your customers a "P…

Updated 1 year ago by HirePOS

Custom Forms

Custom Forms is a versatile feature that allows you to create a custom data entry form in the case where the standard HirePOS fields do not cover your requirements. Setup a Custom Form Template. Navi…

Updated 1 year ago by Tim

Terms & Conditions

Terms & Conditions are displayed on the second page of the contract by default (however this can be changed by requesting custom template changes as a last option). The T&C's will normally contain al…

Updated 1 year ago by HirePOS

Payment Terms

How to automatically calculate Invoice Due Date from Payment Terms. Go to Setup > Preferences > Payment Terms. Click the Setup Payment Terms link towards the top of the page. Select an existing Payme…

Updated 1 year ago by HirePOS

Default Payment Settings

After you have set up your bank accounts under Setup > Bank Accounts , you can set which account each payment method (Cash, Cheque, EFTPOS, Online) automatically defaults to. This affects both the in…

Updated 2 years ago by HirePOS

Hire & Invoice Date Defaults

To access this screen, go to Setup > Preferences > Hire & Invoice Date Defaults. Side By Side Date/Time Picker. By default, times are selected via the 'time' icon at the top of the calendar popup. Th…

Updated 2 years ago by HirePOS

Report Designer

The report designer allows you to make adjustments to report templates if the layout cannot be achieved through the normal app settings. These templates are typically the quotes, bookings, invoices a…

Updated 2 years ago by HirePOS

SMS Settings

Using the SMS functionality in HirePOS requires that you set up an account with SMS Express , our SMS provider for both New Zealand and Australia. Create an account with SMS Express. Navigate to http…

Updated 2 years ago by HirePOS

Misc Preferences

To access this section go to Setup > Preferences > Misc. Default Prices As Defines whether prices in new invoices and purchase orders will default to Tax Inclusive, or Tax Exclusive in the line amoun…

Updated 2 years ago by HirePOS

Tyro Integrated EFTPOS

Sign up with Tyro. Visit the following website at https://www.tyro.com/lp/tyro-partner-offer/. Submit your details in the form provided, and a Tyro EFTPOS Integration Specialist will call you to disc…

Updated 2 years ago by HirePOS

Opening Hours

Opening Hours lets you define to HirePOS what days you are open for business (Mon-Fri, Mon-Sat, 7 days etc). This will allow you to prevent your customers from booking hires that Start or End on days…

Updated 2 years ago by Tim

Checklist (Checkbox)

The Booking/Invoice page includes a customisable checkbox towards the bottom under the Comments (Internal) field. This checkbox is used as an indicator to mark for example whether an invoice has been…

Updated 2 years ago by HirePOS

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 o…

Updated 2 years ago by HirePOS

Auto-create Post Inspection Checklists on Item Return

This feature will auto-create a maintenance post inspection checklist when hire items are returned. How to activate this feature From the main menu strip at the top, go to Setup > Preferences > Misc.…

Updated 2 years ago by HirePOS

Holidays

In HirePOS, you are able to specify periods of time to be marked as "holiday". The holidays are then shown in various places across HirePOS to help you make decisions around these times. Holidays are…

Updated 2 years ago by HirePOS

Bulk Stand Downs

HirePOS has a Stand Down tool built into the sales screen, which effectively works by subtracting a period of time from the total time span of an invoice before calculating the amount of time to char…

Updated 2 years ago by Tim

Referral Source

Referral Sources can be set up as a preset list of up to 6 referral sources that staff can choose from at point of sale to speed up the process, or alternatively the referral source can be manually e…

Updated 2 years ago by HirePOS

Theme Preferences (Colours)

To access this section go to Setup > Preferences > Themes.This is where you can configure the colour coding to be used for the various types of records and their status.

Updated 2 years ago by HirePOS

Report Templates & Settings

Administrator This article includes features relevant to HirePOS Admin users only (not General users). If you have a custom report template, you may wish to rename it inside HirePOS to make it easy t…

Updated 2 years ago by Tim

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