Terms and Conditions

Edited

In HirePOS, you can easily set up and provide T&C's to your customers. This document will guide you through the process of configuring T&C's in Hirepos and common options for presenting them to your customers.

Setting Up Terms & Conditions

To set up your Terms & Conditions in Hirepos, follow these steps:

  1. Go to Setup > Preferences > Terms & Conditions.

  2. While on this screen, enter your desired T&C's into the text editor.

    1. If you are copying text from another source, it is recommended to paste it as plain text in the text editor and then format it as needed.

  3. Click 'Save Changes' once you have completed setting up your T&C's.

Once this is done, go to Sales > Find Sales to edit a sale record, then preview an invoice to ensure your T&C's layout is displayed correctly on the second page.

Providing Terms & Conditions to Customers

There are several options for providing T&C's to your customers:

  • Display on Contract: Display the full T&C's on the reverse of every contract. This method may consume more printing ink but ensures that the T&C's are readily available for customers to review.

  • Pre-Print on Contract: Have the T&C's pre-printed on the reverse of the contract. This option is more cost-effective for businesses that frequently print contracts.

  • Provide a URL Link: Include a URL link in the email body for customers to download a PDF copy of the T&C's. This link can also be added as a clickable link in the PDF document email attachment.

Attaching the same file to every email

When attaching PDFs to emails, it is recommended to upload the file to a subfolder on your website or another publicly accessible URL instead of attaching the same PDF file to every email. You can then insert the website link into your email template in Setup > Preferences > Email Templates & Settings.

If you need to send your T&C's out with every email, and cannot use a link to an external folder or service hosting the T&C's, simply use the regular method for setting up your T&C's as mentioned in the Setting Up Terms & Conditions section of this article.