This document provides a comprehensive guide on how to customize your business details in HirePOS to enhance your branding and improve the appearance of your documents.

To add a logo to your preview/PDF templates for quotes, bookings, and invoices, follow these steps:

• Go to Setup > Business Details from the main menu strip.

• Click the Import Logo button to upload your company logo file.

• Preview your logo and click Save Changes to apply it.

• Check the appearance of your logo by opening an existing sales record and clicking Preview.

If you need multiple logos for different branding purposes, customize your Tax Invoice template by referring to the Report Templates & Settings guide or the Customer Report Request section.

Rename custom report templates in HirePOS for easy identification and usage:

• Access Setup > Preferences > Report Templates & Settings.

• Modify placeholder values to change how reports are named throughout the software.

For complex report template customizations, submit a request via Help > Custom Request. Custom work is charged as per the pricing page.

Rename custom templates installed on your HirePOS subscription based on their usage:

• Tax Invoice (2/3): Used for generating Quote/Booking/Invoice paperwork.

• Delivery Docket (2/3): Generates paperwork related to items and job information.

• Custom Template (2/3): Used for unique cases with custom templates.

Include bank details on your documentation to facilitate payments:

• Navigate to Setup > Business Details to enter your Bank Name, Account Name, BSB Number, and Account Number.

• A reference matching the Sales Record Number will be visible on your document.

If using the branches module with separate bank accounts for each branch:

• Access Setup > Branches to edit or create a branch.

• Enter banking details in the Bank Details section for each branch.

Configure the Time Zone setting in Business Details to align your business times with your geographical location for accurate time values. For example, select (UTC+10:00) for the Canberra, Melbourne, and Sydney area. Save Changes to apply the Time Zone setting.