Email History

Within HirePOS, users can easily track the sending of invoices and sales records through several key features:

• On the invoice screen, under the Comments section, locate the History button to view the invoice history, including sent instances.

• In the customer sales screen (Sales/Hire > Customer Overview), sent invoices are marked with the word 'Sent'.

• Access the Sales > Email/Review Invoices screen to determine if an invoice has already been sent.

• You can utilize the Payments > Payments Outstanding > Send Overdue Reminders tool to view the date the invoice was last sent.

• Explore the Timeline button in the CRM tab on the Sales > Sales page to view the complete timeline for the customer.

To ensure a comprehensive email history is maintained, HirePOS users can follow these steps to record a full copy of all emails sent out of the system:

The most effective method is to set up a Blind Carbon Copy (BCC) on email templates. A BCC is not visible to the main recipient but allows you to retain a copy of the email with all recipients visible.

To set up BCCs:

1. Navigate to Setup > Preferences > Email Templates and Settings.

2. Enter the email address where you want copies of outbound emails sent in the BCC field.

3. Save the settings.

You can assign different BCC addresses to specific templates or use the main BCC address by default. Consider setting up a separate email account to manage these copies efficiently.

If you use your own mail server via SMTP in HirePOS, emails sent from the system may appear in your regular email software's "sent items." Ensure that your mail server settings support this feature to reliably track sent emails.