Customers

Customers (Overview)
In this document, we will explore the Customer Overview screen and various functionalities related to sales management in the system. The Customer Ove...
Customer Setup
This document provides a comprehensive guide on how to manage customers in HirePOS, including adding new customers, editing customer details, managing...
Customer Contacts
In HirePOS, contacts are essential for managing customer information and facilitating effective communication. This guide provides a comprehensive ove...
Customer Categories
In HirePOS, Customer Categories serve as a powerful tool for reporting and filtering customers based on specific classifications. This feature not onl...
Credit Limits
In HirePOS, managing customer credit limits is essential for determining payment terms and credit restrictions for customers. This guide provides step...
Customer Specific Email Templates
In business, personalised communication is key to building strong relationships with customers. Email templates are a great way to streamline your com...
Customer Custom Fields
This document provides a step-by-step guide on how to customise customer fields in your system. By following these instructions, you will be able to s...
How to merge customers
Merging duplicate customers in HirePOS is a straightforward process designed to help you consolidate customer information and eliminate confusion. Thi...
Making Customers Inactive
In HirePOS, users have the ability to manage their customer records effectively by marking customers as inactive. This feature is particularly useful ...
Customer Trading As or Trust Account Names
This guide provides a comprehensive overview of how to customise customer details and report templates in HirePOS to better align with your business n...
Performance, Connection and Stability Issues and Troubleshooting
To ensure a seamless experience with HirePOS, it's important to address potential performance issues before contacting our support team. Often, issues...