Twilio SMS

Edited

This document provides a step-by-step guide on how to set up Twilio for SMS in HirePOS.

Getting Started

To begin, visit the Twilio website at https://www.twilio.com/ and sign up for an account. After completing the email verification and activating your Twilio account, log in to the Twilio console at https://console.twilio.com/.

Getting a Twilio Phone Number

Once logged in, you will be prompted with "Step 1: Get a Twilio phone number." Click on "Get phone number" to acquire a phone number to be used as a "Sender Id."

Sender Phone Number

From 1 July 2026, new rules mean texts sent with an organisation’s name at the top of a message (known as a branded sender ID) will need to have the sender ID registered.

Please refer to the Australian Communications & Media Authority website: https://www.acma.gov.au/sms-sender-id-register

Follow the Register a sender ID that suits your scenario based on whether you have an ABN or not.

Once the Sender ID is registered with ACMA and confirmed, you may then proceed to enter the Sender ID in the HirePOS SMS setup screen.

SMS Settings

After receiving the sender's phone number, you can proceed to send a test SMS. If the test SMS is successful, follow these steps to add the Twilio account settings to the HirePOS preference settings:

  • Go to Setup > Preferences > SMS Settings.

  • Select Twilio as the Service Provider.

  • Copy the Account SID value from the Twilio console to the SID field in HirePOS.

  • Copy the Auth Token value from the Twilio console to the Auth Token field in HirePOS.

  • Leave the Messaging Service ID field blank.

This field is an advanced feature for bundling messaging features.

Email a request to hirepos@hirepos.com.au and include your sender's phone number for logging it against your account.

Sending SMS in HirePOS

HirePOS integrates with online text messaging providers to offer a quick and efficient communication tool for sending SMS to customers, contacts, staff, and suppliers.

When creating a new customer via Sales/Hire > Customer Overview, the phone number in the Mobile field will be used for SMS by default. You can also select the "Use for SMS" checkbox next to Phone 1 or Phone 2 via Setup > Customers > Edit Customer.

Sending Sales Record via SMS

Set up the SMS Template by ensuring your SMS service is configured via Setup > Preferences > SMS Settings. Create an SMS template via Setup > Preferences > SMS Templates.

In the SMS Template screen, click the Placeholders dropdown next to the SMS Message field. Select the Invoice Link placeholder option to insert {InvoiceLink}. Customize the text message as needed and save the template.

To send the SMS from the Invoice screen, open an Invoice, click the dropdown next to the Email button, select the SMS option, verify the mobile number, choose the relevant SMS Template, and click Send SMS.

By following these steps, you can effectively set up Twilio for SMS in HirePOS and streamline your communication processes.

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.