Business Details (Overview)

Business Details control the primary identity and contact information used throughout HirePOS.

These details can appear on quotes, bookings, invoices, hire agreements and other customer-facing documents. Keep them accurate and up to date.

1. Go to Setup > Business Details.

2. Select Import Logo.

3. Upload the business logo.

4. Preview the image.

5. Save the changes.

6. Open an existing sales/hire record and select Preview to check the document.

If documents require different logos for separate brands, invoice categories or other conditions, a customised report template may be required.

See the Report Templates and Settings guide or contact HirePOS about a custom report request.

Select the time zone matching the business’s location. This is used when HirePOS displays and processes date and time values.

For example, select the appropriate Canberra, Melbourne and Sydney time zone for a business operating in that region.

Save the changes after updating the time zone.

Go to Setup > Business Details and enter the primary:

• Bank Name

• Account Name

• BSB Number

• Account Number

Standard customer documents can display these banking details together with the sales-record number as the payment reference.

Branches can have their own identity, address, contact and banking details.

On standard HirePOS document templates:

• The branch name is displayed when the invoice has a branch.

• The branch address is used instead of the Business Details address.

• If the branch has a bank account number, the branch banking details are used. If it does not, the banking details from Business Details are used.

• If the branch has an ABN or NZBN, it is used. If it does not, the ABN or NZBN from Business Details is used.

To edit these details:

1. Go to Setup > Branches.

2. Open the branch.

3. Enter the required address, contact, ABN/NZBN and banking details.

4. Save the changes.

5. Preview a document assigned to that branch.

Custom invoice, quote, docket and other report templates may use different rules. Review customised documents before beginning normal branch operations.

For more information, see Branches Module Overview and Enabling and Setting Up Branches in HirePOS.