Customer Contacts

Edited

In HirePOS, contacts are essential for managing customer information and facilitating effective communication. This guide provides a comprehensive overview of how to add, link, include, and remove contacts within the HirePOS system, ensuring that you can efficiently manage your customer interactions.

Add a New Contact to a Customer

To add a new contact to a customer record, follow these steps:

  1. Go to Setup > Customers and locate the customer you want to edit.

  2. Click on the Contacts tab to view existing contacts.

  3. Click the New Contact button.

  4. Enter the contact's details and click Save Changes.

Link a Contact to an Invoice

When editing an invoice, you can link a contact by following these steps:

  1. Click the person icon next to the customer name.

  2. Choose a contact from the dropdown list.

Include Contacts Automatically When Emailing Invoices

To automatically include contacts in email communications for invoices and statements, follow these steps:

  1. Edit the customer details and navigate to the Contacts tab.

  2. Edit or add a new contact.

  3. Check the box that says Include this contact as a recipient when emailing invoices and statements.

  4. Click Save New.

When emailing individual invoices or bulk emailing invoices and statements, the included contacts will receive the communication.

Remove a Contact from an Invoice

To remove a contact from an invoice, follow these steps:

  1. Click the Options button on the top right of the invoice page.

  2. Select Remove Contact.

By effectively managing contacts in HirePOS, you can streamline communication and ensure that the right individuals are informed about invoices and statements.