Hire & Invoice Date Defaults

Edited

The Hire & Invoice Date Defaults preferences control the default booking times, lag times, invoice dates, and quote expiry period used in HirePOS.

Go to Setup > Preferences > Hire & Invoice Date Defaults to configure these settings.

Booking Times

  • Default Time From

    • Sets the default Booked From time for new bookings.

  • Default Time To

    • Sets the default Booked To time for new bookings.

  • Or Duration (Hours)

    • Instead of setting a Default Time To, enter a duration in hours. HirePOS uses this duration when determining the default booking period.

    • You can use either Default Time To or Duration (Hours), but not both.

  • Default 'Booked To' as TBA

    • Sets Booked To as TBA by default.

    • TBA allocates stock indefinitely for current hires and future bookings until the stock is returned. A Booked To date is still entered for price calculations, generally using the end of the following month.

  • Side By Side Date/Time Picker

    • Displays the time picker alongside the date picker when selecting dates and times, rather than requiring you to switch between the two.

  • Use 24 Hr Time

    • Displays and enters times using the 24-hour format instead of the 12-hour AM/PM format.

Lag Time

Lag time provides additional time before and after a booking for activities such as delivery, pickup, preparation, or cleaning.

  • Default Lag Time Hours Before

    • Sets the default number of lag time hours before the booking.

  • Default Lag Time Hours After

    • Sets the default number of lag time hours after the booking.

  • Autocalc Delivery/Pickup Dates from Lag Time

    • Automatically calculates delivery and pickup dates using the configured lag time.

  • Copy 'Booked To' to 'Hired To' for Off Hires

    • When an Off Hire is completed from the Pickup Schedule, copies the Booked To date to the Hired To date.

Invoice Date

These settings control how the Invoice Date is automatically set. They do not apply to Rolled invoices.

Available options are:

  • Set 'Invoice Date' to current date when converting to Invoice

  • Set 'Invoice Date' to 'Booked From' date

  • Set 'Invoice Date' to 'Booked To' date

  • Set 'Invoice Date' to 'Hired From' date

  • Set 'Invoice Date' to 'Hired To' date

Enable the options that suit how your business dates invoices and hire transactions.

Quote Expiry

  • Quote Expiry Days

    • Sets the default number of days used for quote expiry.

Was this article helpful?

Sorry about that! Care to tell us more?

Thanks for the feedback!

There was an issue submitting your feedback
Please check your connection and try again.