link.hirepos.com {ViewButton}

In today's digital age, effective communication with customers is key to building strong relationships and ensuring smooth transactions. HirePOS offers a range of features to optimize your email communication, from sending invoices to capturing electronic signatures and accepting payments. This comprehensive guide will walk you through utilizing HirePOS email templates to enhance customer interactions and streamline your business processes.

Link.hirepos.com serves as a customer-facing website accessible through links embedded in emails sent to customers. The {ViewButton} email placeholder is a versatile tool for incorporating these links into your emails. By utilizing link.hirepos.com via the {ViewButton}, customers can conveniently view, sign, and pay invoices through Pin Payments. This feature also allows you to track if customers have viewed the document.

Wondering if your customer has viewed your email? HirePOS simplifies this process by flagging emailed invoices as sent by default. To track customer interactions, follow these steps:

• Go to Setup > Preferences > Email Templates & Settings.

• Click Insert placeholder and select View button.

• The {ViewButton} placeholder will transform into a View Invoice or View Booking button when the email is sent.

The View Invoice button offers several advantages over traditional PDF attachments:

• Reduced likelihood of triggering spam filters

• Ability to capture customer signatures online

• Facilitates online payments via credit card

• Real-time visibility into customer interactions

Need to tailor emails for specific customers? HirePOS allows you to create customer-specific email templates by following these steps:

• Go to Setup > Preferences > Email Templates & Settings.

• Create a new email template tailored to the customer's needs.

• Assign the template to the respective customer in the Invoice Email Template dropdown.

HirePOS seamlessly integrates with Pin Payments, offering a reliable platform for processing card payments. Setting up Pin Payments involves creating an account, configuring API keys, and linking a bank account for streamlined transactions.

Signatures play a crucial role in verifying transactions and agreements. HirePOS provides multiple methods for capturing signatures, whether remotely via email, in-person, or over the counter. Setting up terms and conditions and configuring signature capture methods ensures a seamless process.

Card surcharging allows you to add additional charges to sales records when customers pay by card. By creating a Card Surcharge item and enabling surcharging via the Pin Payments API, you can streamline payment processing while covering associated fees.

By leveraging HirePOS email templates, integrating Pin Payments, and optimizing signature capture methods, you can enhance customer communication, streamline transactions, and elevate your business operations.