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12 articles
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1 article
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36 articles
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10 categories
19 articles
Delivery/Pickup
5 articles
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1 article
Business Details
2 articles
Branches
2 articles
Staff
3 articles
Tax Codes
1 article
Bank Accounts
2 articles
Income & Expenditure Accounts
1 article
Setup > Preferences
Accounting Integration & Other API's
9 categories
26 articles
Accounting Integration - Xero
14 articles
Accounting Integration - MYOB
3 articles
Accounting Integration - QuickBooks
1 article
Accounting Integration - Reckon
1 article
Accounting Integration - Others
2 articles
Checklist & Referral Sources
1 article
Default Payment Settings
2 articles
Email Templates & Settings
3 categories
21 articles
Invoice Custom Field Names
1 article
Form Templates
1 article
Report Templates & Settings
1 article
Hire & Invoice Date Defaults
1 article
Opening Hours
1 article
Holidays
1 article
Bulk StandDowns
1 article
Onsite Services
1 article
Miscellaneous
3 articles
Modules
7 articles
Online Store
8 articles
Payment Terms
1 article
Restrictions
1 article
Sales
2 articles
Simplify Layout
1 article
SMS Settings
2 articles
SMS Templates
1 article
Terms & Conditions
2 articles
Theme
1 article
Users
17 articles
Sales/Hire
Customer Overview
6 articles
Delivery/Pickup Schedule
7 articles
Returns
1 category
7 articles
Online Store
3 articles
EOM RollOver
2 articles
Email/Review Invoices
Sales Records
3 categories
50 articles
Sales Records Overview (Quotes, Bookings, Invoices and more)
This article provides an overview of the tools and features on the Sales Record screen in HirePOS, the application's core data entry interface. Also k...
Sales/Hire (Overview)
The Sales/Hire Menu in HirePOS contains all the core functions for creating and managing Quotes, Bookings, Invoices and hire-related tasks. This artic...
Sales/Hire > Find Sales/Hire
The Find Sales/Hire screens in the HirePOS provide filters and tools to locate transactions in the system, weather you are searching by customer, invo...
Sales Calendar
The Sales Calendar feature is designed to provide users with a visual representation of records on a job-by-job basis, displayed in a chart format. Th...
Availability (Overview)
Effective inventory management is essential for the smooth operation of any business. In HirePOS, the ability to check availability is a key feature t...
Dispatch
This document provides a overview of the features and functionalities of the dispatch screen located under Sales/Hire > Dispatch. The dispatch screen ...
Email/Review Invoices
This document provides detailed instructions on how to efficiently manage and process invoices in bulk through the Email/Review Invoices feature in th...
Email Statements
This guide will walk you through the process of emailing customer statements in bulk and how to send emails to multiple recipients using HirePOS. The ...
Recurring Invoices
This document provides a comprehensive guide on setting up and managing recurring invoices in HirePOS. Recurring invoices are useful for automating bi...
Payments
Payments (Overview)
This guide provides instructions on how to receive payments, record COD payments, handle outstanding payments, process refunds, manage card payments, ...
Bank Feeds
Bank Feeds are included in HirePOS Standard and Premium to streamline expense and payment tracking. To set up bank feeds, follow these steps: Go to Se...
Credit Notes & Refunds
Managing refunds and credit notes in HirePOS is essential for handling situations where invoices are returned early or overpaid. This guide provides d...
Orders/Expenses
Purchase Orders
To create a new Purchase Order in HirePOS, follow these steps: Access the Purchase Orders section under Expenses > Purchase Orders. Click on either Ne...
Stock Levels & Reordering
To access the Sales Stock Levels & Reordering screen, follow these steps: From the main menu strip at the top, navigate to Order (or Expenses) > Stock...
Bills and Expenses
Enabling the Accounting/Bookkeeping module in HirePOS allows users to access the Expenses menu, which offers additional functionalities beyond the sta...
Emailing CSV for Purchase Orders
This document provides instructions on how to automatically include a CSV file instead of a PDF when emailing supplier purchase orders. For a seamles...
CRM
CRM Module (Overview)
The CRM Module enables you to track conversations with customers and contacts. It includes a dedicated Leads area where contacts can be entered as Lea...
Reminders
Most activities within the system automatically generate reminders on the main page for upcoming bookings, overdue returns, expenses, maintenance, etc...
CRM Notes
CRM notes can be linked to customers, contacts, leads, and invoices, providing a comprehensive timeline of interactions. To search through all existi...
Leads
Leads in HirePOS represent potential customers for whom you have not yet gotten to the stage of creating a quote or sales record. Leads is a place to ...
Send SMS
Navigate to CRM > Send SMS Select the Recipient (if desired) Enter the mobile number to send the message to (if not already populated) Select the SMS ...
Bulk Messages
This document provides a comprehensive guide on how to efficiently send bulk email and SMS messages to customers using HirePOS. Whether you need to se...
Auto-Followups
In HirePOS, you have the ability to automate the sending of follow-up emails based on specific criteria you set for your secondary email templates. Th...
Events/Projects
Events Module (Overview)
The Events module is designed for businesses in the events and entertainment industry. This module consididates related sales records, such as Quotes,...
Projects (Overview)
The Projects module efficiently tracks multiple quotes, bookings, and invoices within a single project. This feature streamlines the process of managi...
HR
Maintenance
Reports
Reports (Overview)
This document provides a comprehensive guide on how to access and utilize the reporting features available in HirePOS. With over 300 reports covering ...
Price Lists
This document provides comprehensive instructions on how to print global and customer-specific price lists. By following the outlined steps, users can...
Inventory & Cost of Goods Sold
To calculate the cost of sales in HirePOS, you first need to determine the stock-on-hand value at the start and end of the reporting period. This is d...
Menu icons
Global Search
In HirePOS, the global search icon (magnifying glass) in the top menu bar is a quick and efficient tool for searching across various areas within the ...
Recent History
The Recent History feature can significantly enhance your workflow and save valuable time. The Recent History icon is represented by an analogue clock...
The Cart
This document outlines how to add items to your cart, view cart contents, and incorporate cart items into sales records. You can add items to your car...
Tasks
The Tasks feature in HirePOS enhances productivity by allowing users to add and track unscheduled tasks efficiently. This document provides an overvie...
New Home Tab
The "New Home Tab" icon is located in the top menu bar and is represented by a square with an arrow pointing out the top right corner. Its function is...
Help Menu
The Help Menu provides users with access to various resources designed to assist with inquiries, support, and feedback. The Help Menu is easily ident...
FAQs and General Topics
Automated Overdue Payment Reminders
This article provides guidance on automating overdue invoice reminder emails in HirePOS. While the platform offers a dedicated Overdue Reminders scree...
Copy and Paste Plain Text
Web apps like HirePOS enhance our workflows, but copying and pasting data can lead to unexpected formatting issues. Follow these best practices for sm...
Performance, Connection and Stability Issues and Troubleshooting
To ensure a seamless experience with HirePOS, it's important to address potential performance issues before contacting our support team. Often, issues...
Incorporating QR Codes in HirePOS
While HirePOS does not natively use QR codes for anytning out of the box, you can incorporate them with some setup and/or custom development. Here ar...
500 Error
Encountering a 500 Internal Server Error can be frustrating, but fear not! Below are steps to help you troubleshoot and resolve this issue in HirePOS....
HirePOS Data Management and Security
This document outlines the comprehensive security measures and data protection practices implemented by Innercircle Technology Pty Ltd (HirePOS) to sa...
Selling your Business
When selling your hire business and transitioning ownership, HirePOS offers a structured process to facilitate the handover. This document outlines th...
Searching and Sorting Tips
In HirePOS, efficient search and filtering functionalities are essential for finding specific information quickly and accurately. By utilizing the var...