Customer Overview

All Categories > The HirePOS Menus > Sales/Hire Menu > Customer Overview

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)

35 articles by 4 authors

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 month ago by Tim

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 Rollov…

Updated 2 months ago by Brad mills

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 2 months ago by Tim

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 2 months ago by HirePOS

Customer Statements

How to preview a statement for a single customer Click the Sales button on the main page or click the Sales option on the main menu strip at the top then Sales. Look up the existing customer to show…

Updated 2 months ago by HirePOS

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 4 months ago by Brad mills