This document provides a comprehensive guide on how to send SMS messages to customers using the HirePOS system. It covers both general SMS sending and specific instructions for sending SMS related to sales records such as invoices and bookings.

To send an SMS to a customer from HirePOS, follow these steps:

1. Navigate to CRM > Send SMS.

2. Select the recipient, if desired.

3. Enter the mobile number to which you want to send the message (if it is not already populated).

4. Select the SMS template to use, or enter the message manually.

5. Click Send SMS.

To send an SMS from the HirePOS Invoice screen, follow these steps:

1. Open the desired sales record, such as an invoice, in HirePOS.

2. Click the dropdown menu next to the Email button.

3. Select the SMS option from the dropdown menu.

4. Verify that the mobile number displayed is correct.

5. Choose the appropriate SMS template for the message. This template MUST have the "Invoice Link" placeholder on it, which generates a link for the customer to click to view their document.

6. Click the Send SMS button to dispatch the message.

When creating a new customer in HirePOS via Sales/Hire > Customer Overview, the mobile number entered in the Mobile field is automatically set up for SMS communication. Additionally, you can designate Phone 1 or Phone 2 for SMS by enabling the Use for SMS checkbox in Setup > Customers > Edit Customer.