In HirePOS, managing reminders is crucial to staying organied and ensuring timely actions are taken. When reminders in the Reminders List are not actioned by their given date due, they will fall into the OVERDUE section.

To view and/or change the color code for Reminders, go to Setup > Preferences > Theme. See the Theme guide for more info: https://docs.hirepos.com/en/articles/2319169

This document provides a comprehensive guide on how to handle different types of reminders, understand reasons for overdue reminders, and take necessary actions to resolve them.

When a Quote has not been converted or cancelled and the Booked From date is older than the current date/time, there are multiple options:

• If not accepted, cancel the Quote.

• If accepted, verify the accuracy of the Booked From date.

• If the Quote is On Hire, update the Hired From date to reflect the actual hire start date.

Bookings will display in the OVERDUE section once their Booked From date is older than the current date/time.
For overdue Bookings, ensure the Hired From date is populated once the booking has started and is On Hire. Once this is done the reminder will switch to being On Hire.

Invoices will display in the OVERDUE section once their Booked From date is older than the current date/time.
Similar to Bookings, once you've populated the Hired From date for overdue Invoices that are On Hire, their corresponding reminder will switch to On Hire.

On Hire Invoices will display in the OVERDUE section once their Booked To date is older than the current date/time.
When goods are returned after the hire period, update the Hire To date on the Invoice to clear the reminder.

Overdue Deposits will display if a Booking's Deposit Due date field has been specified and no money has been received by this date.
To remove this reminder, take action to collect the deposit or clear out the booking's Deposit Due date, which is located in the Other tab in the Booking/Invoice screen.

Understanding different reminder types and their descriptions is essential for efficient management. Here are some key reminder types:

Payments awaiting processing via Banking module.

Services due based on meter readings.

Top sales records missing booking dates.

This tab provides various options to adjust what is displayed on the Reminders List.

By following these guidelines, you can effectively manage reminders, handle overdue tasks, and utilise alerts for streamlined operations in HirePOS.