Terms and Conditions
Setting Up Terms & Conditions
To set up your Terms & Conditions in HirePOS, follow these steps:
Access the T&Cs Editor:
Go to Setup > Preferences > Terms & Conditions.
Enter or Paste Your T&Cs:
If you are copying text from another source, it is recommended to paste it as plain text. This prevents unsupported formatting from causing issues.
To strip formatting:
Use Notepad: Copy your T&Cs into Notepad first, then copy from Notepad and paste into the editor.
Use the Advanced Editor: Click the [tT] button to launch the advanced TinyMCE editor. Confirm the popup message by clicking OK. In the Advanced Editor:
Select all text (CTRL + A or Edit > Select All).
Go to Format > Clear Formatting to remove all styles and ensure compatibility.
Apply Minimal Formatting:
In the text editor, you can use basic formatting such as bold, underline, and line breaks to improve readability. Avoid advanced formatting like custom fonts, line spacing, or complex indentations, as these may not display correctly in reports.
Save and Test:
Click Save Changes once you have finished editing.
Open another tab to Sales > Find Sales, edit a sales record, and preview an invoice to ensure your T&Cs are displayed correctly on the second page.
Character Limit:
Your T&Cs must be less than 32,780 characters in length. If your T&Cs exceed this limit, contact HirePOS Support to adjust your invoice template's character handling ability.
Providing Terms & Conditions to Customers
There are several ways to provide your T&Cs to customers:
Display on Contract: Print the full T&Cs on the reverse of every contract. This ensures customers have access to the information but may increase printing costs.
Pre-Print on Contract: If your T&Cs are already printed on your stationery, you can leave the T&Cs section in HirePOS blank. Alternatively, populate the T&Cs field for features like online signatures but request that the T&Cs do not print on your invoice templates.
Provide a URL Link: Include a link in your HirePOS email templates for customers to access your T&Cs. This could be a direct link to your T&Cs hosted on your website (e.g., www.businessname.com/terms) or a downloadable PDF. You can include this link in the email body or as a clickable element within the email attachment. For added clarity and legal compliance, you may also phrase the T&Cs acceptance message in HirePOS, such as: "I have read, understand, and accept the BUSINESS NAME terms and conditions, available at www.businessname.com/terms." Consider summarizing key points like credit card authorizations, damage fees, or late fees in concise bullet points for customer acknowledgment.
Attach to Emails: If attaching a T&Cs file to every email, it is recommended to:
Upload the file to a public URL (e.g., your website) and include the link in email templates.
Alternatively, use the regular method of setting up your T&Cs as described above.
Common Issues and Troubleshooting
Blank Page on Invoice
A blank page can appear if your T&Cs contain unsupported characters, excessive whitespace, or exceed the character limit. To fix this:
Go to Setup > Preferences > Terms & Conditions.
Click the [</>] button to view the source code.
Remove unnecessary tags (e.g.,
<br>
tags) or unusual characters.Switch back to the text editor by clicking the [A] button and save your changes.
If the T&Cs are still not displaying correctly, ensure the total character count is below 32,780 characters.
Removing Terms & Conditions
To remove T&Cs from your invoices or contracts:
Go to Setup > Preferences > Terms & Conditions.
Clear all text in the editor.
Click Save Changes.
Recommendations for Formatting T&Cs
Start with plain text to ensure compatibility with the HirePOS reports engine.
Apply minimal formatting, such as bold, underline, or line breaks, only after confirming the plain text version works.
Frequently save and test your T&Cs to catch issues early. Open two browser tabs—one for editing T&Cs and another for previewing invoices.
By following these steps, you can ensure your Terms & Conditions are set up correctly and displayed consistently across invoices and contracts.