Customer Overview

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Customer Overview

Sales Records

A collection of articles around all the features and concepts with in the sales record screen (also called the 'Invoice' screen or the 'sales record' screen)

38 articles by 4 authors

EOM Rollover

The End Of Month Rollover closes off On Hire invoices at the end of each month and creates new On Hire invoices to carry the hires forward to the next month. Which invoices can be rolled? The Rollove…

Updated 4 months ago by Brad mills

Customer Statements

Preview a statement for a single customer. From the main menu strip at the top, go to Sales/Hire > Customer Overview. Look up the existing customer to show their details and sales history. Click the…

Updated 8 months ago by HirePOS

Discounts (Overview)

Customer Discounts. Customer default discounts can be set against General, Hire, Sales, or Non-Stock items, or on specific items. In Setup > Customers , click the customer to edit then click the Disc…

Updated 9 months ago by HirePOS

Customer Identification

Customer identification includes Customer Photo, Drivers License, Vehicle Registration, and Date Of Birth. Customer Photo / Drivers License Image. Method 1 Click the Sales/Hire button on the main scr…

Updated 9 months ago by Shayne Cooper

Customer Not Found In Search

Is Customer Inactive? If a customer has been made inactive, they will not show up anywhere other than the Inactive tab in Setup > Customers. From the main menu strip at the top, go to Setup > Custome…

Updated 1 year ago by Shayne Cooper

The Cart

HirePOS comes equipped with a background tool called the "Cart". The cart is used to hold items as you move between screens, ultimately ending at a Quote, Booking, or Invoice, where you will empty th…

Updated 1 year ago by Tim

Adding New Customers via the Sales Screen (Quick Method) [with video]

HirePOS features two distinct ways to add new customers to the system. For detailed control of the customer database, one can use the Setup > Customers area. For quick additions, it is possible to cr…

Updated 1 year ago by Tim

Event date and Other Date Fields.

In addition to the core Booking & Hire dates there are a variety of other date fields that can be very useful, in the Other tab in the invoice/Booking/Quote screen. Invoice due date. The Invoice Due…

Updated 2 years ago by Brad mills