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Customers

Customer Contacts

Multiple contacts can be set up for any customer record. How to link a contact to an invoice. When editing an invoice, click the person icon to the right of the customer name. A contact dropdown appe…

Updated 1 day ago by HirePOS

Customer Categories

Customer Categories can be set up to report and filter by category. How to set up Customer Categories From the Main Menu, select Setup then Customers. This opens the Customers list page, which lists…

Updated 6 months ago by HirePOS

Adding and Editing Customers (Detailed) [with video]

On the main menu, navigate to Setup > Customers. This will take you to a list of all your existing customers, allowing you to select and edit them in detail. Additionally, you can create new customer…

Updated 7 months ago by Tim

Credit Limit

The Credit Limit field in Customer details determines whether the customer is an Account or Cash customer. How to edit customer credit limit. Go to Setup > Customers , search for customer then click…

Updated 7 months ago by HirePOS

Merging Customers

How to merge customers When creating new customers, HirePOS will warn you if the Company and/or First/Last Names are identical to any previously entered customers. In the case where customers have ac…

Updated 7 months ago by HirePOS

Customer Specific Invoice Template

The placeholders available in Email Templates allows you to set up only a few email templates, and have a completely flexible, intelligent, and personalised email for all of your customers. Occasiona…

Updated 7 months ago by Tim

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