Pin Payments via Email

This document provides instructions on how to customize email templates and settings in HirePOS for efficient communication with customers.

To add a "View Invoice" button to email templates, follow these steps:

1. From the main menu strip at the top, navigate to Setup > Preferences > Email Templates & Settings.

2. Choose the primary email template used for invoices or click the Other Email Templates button to set up a new template.

3. Click on the Insert Placeholder dropdown next to the Email Message section.

4. Select the {ViewButton} placeholder from the dropdown.

5. Ensure all template details are correctly filled out.

6. Click the Save Settings button to save your changes.

Note: There may be limitations on card payments; it is advisable to verify with the card provider.

For scenarios where payments are to be made only after finalizing a job as an invoice, follow these steps to display the "Pay Now" button for invoice mode only:

1. From the main menu strip, go to Setup > Preferences > Email Templates & Settings.

2. Click on the Placeholder Settings button located at the bottom.

3. In the {ViewButton} Placeholder Settings section, check the Display 'Pay Now' button for Invoice mode only checkbox.

4. Click the Save Changes button to apply the setting.

Following these steps will ensure that the "Pay Now" button on the HirePOS website will only be visible for invoices.