Has your Customer Viewed it?

In HirePOS, it is essential to track whether your customers have received the invoices you send via email. This feature ensures that you have visibility on the delivery and receipt of important documents. Follow the steps below to set up tracking for your Emailed invoices:

To enable tracking for Emailed invoices, navigate to Setup > Preferences > Email Templates & Settings in your HirePOS account.

Within the Email Templates & Settings section, click on Insert placeholder and choose View button. The {ViewButton} placeholder will automatically transform into a View Invoice or View Booking button when the email is sent.

When using a template with the {ViewButton} placeholder, PDF attachments will no longer be included automatically. Instead, the recipient will need to click on the View button within the email. This action notifies HirePOS that the invoice has been viewed, and this information will be reflected in the Sales and Find Sales screens.

Did you know that with proper configuration, the View Button can offer additional functionalities? It can be utilized to capture electronic signatures and even facilitate payments through services like Pin Payments.

By implementing these steps, you can ensure that your Emailed invoices are not only sent but also tracked for delivery and interaction by your customers. This feature enhances transparency and communication in your invoicing process within HirePOS.