Sales Records

Whether you have entered a hire date directly or utilized the Sales > Dispatch tool, the following steps will assist you in effectively clearing the...

In business, managing bad debtors is crucial for maintaining financial stability. This document outlines a three-step approach to effectively handle b...

In HirePOS, you can email multiple sales records to a customer or recipient by downloading the PDFs of the invoices you need and sending them using yo...

In the process of creating invoices in HirePOS, ensuring accuracy and approval before sending them to customers or exporting to accounting systems is ...

For long-term hires, you may want to apply the collection fee when the hire ends. For example, at the start of the hire, you might agree on a fixed co...

Deposits and bonds play a crucial role in the booking and payment process within Hirepos. This document aims to clarify the three main scenarios invol...

In the business world, tax invoices are typically issued by the supplier of goods or services. However, there are instances where the recipient may ne...

Welcome to our guide on automating delivery charges based on specific delivery zones within the HirePOS system. This document will walk you through th...

This document outlines the process of tracking serial numbers when selling items through the Invoice screen in the HirePOS system. This feature is des...

In the process of managing quotes, bookings, and invoices, it is essential to know how to efficiently remove line items. There are two straightforward...

In business operations, there may arise situations where you need to modify the billing customer on a Sales Record such as a Quote, Booking, or Invoic...

In the HirePOS system, handling invoices when goods are on hire can sometimes be complex due to potential changes in pricing, returns, and disputes. T...

In the event that a customer has purchased a Sales (Non-hire) item but later decides to return it, HirePOS provides two methods to handle the return p...

In the hire industry, it is common for situations to arise where new items need to be added to an invoice mid-hire period or items need to be swapped ...

When managing sales records in HirePOS, there may be instances where you need to retain a record for historical purposes but do not want it to affect ...

In certain business scenarios, it may be necessary to assign two customers to the same sales record. One customer serves as the billing customer or ag...

In this document, we will explore the Cost/Profit feature in HirePOS, a tool that allows you to record and calculate mark-ups on an invoice line by li...

There are several Sales Record Modes in HirePOS, with Quotes, Bookings, and Invoices being the most common. Each mode serves a specific purpose, and c...

Within HirePOS, users can easily track the sending of invoices and sales records through several key features: On the invoice screen, under the Commen...

In HirePOS, a "Deposit" refers to a required partial payment of the invoice/booking to secure the hire. While not mandatory by default, you can custom...

The following guide examines how Invoice numbers work in HirePOS and how to troubleshoot sequencing issues. Automatic Incrementing : Invoice numbers...

HirePOS operates uniquely compared to traditional retail systems, offering a dynamic and adaptable approach to managing hire transactions. In order to...

In HirePOS, Auxiliary Items are for managing additional assets that are necessary for a job but are not billable. These items, such as trolleys, tape,...

When using the Booking/Invoice screen in our system, it's important to understand how internal comments and prompts can enhance communication and effi...

This document provides a comprehensive guide on how to store photos and images against an invoice using various methods. Whether you are using a mobil...

To print any type of sales or hire record, follow these simple steps: Open the Sales Record Locate and click on the Preview button positioned towards...

When managing sales records in our system, you have the ability to sort lines to organize your data efficiently. This feature allows you to arrange it...

When using HirePOS, you have the flexibility to choose between Tax Inclusive and Tax Exclusive modes for your sales records. By default, all parts of ...

In HirePOS, the Autocalc popup feature is designed to help you recalculate Booking/Invoice quantities and units based on the period of hire. This guid...

In HirePOS, you can easily mark individual invoices as 'Sent' to keep track of your communication with customers. This feature helps you manage your i...

This document provides detailed instructions on how to manage record locking in HirePOS to prevent inadvertent changes and ensure data integrity. It ...

When opening an existing sales record (Quote, Booking, Invoice, etc.), a badge appears indicating when the record was last opened and by whom. This fe...

When a customer returns hired equipment, it may need to undergo cleaning or maintenance before it can be rented out again. For instance, if it takes 2...

Managing Invoice Prompt & Search Settings in Hirepos If you need to customize how you search for items on the Sales Record screen or enable/disable c...

In HirePOS, the Invoice Message feature allows you to add additional notes to the customer at the invoice level. This guide will walk you through sett...

In any business, managing invoice due dates and payment terms is crucial for maintaining a healthy cash flow. This document provides a comprehensive g...

When managing sales records in Hirepos, you have the option to duplicate or rollover invoices. This feature allows you to create new invoices based on...

It is not possible to directly undo the deletion of a sales record. However, there are ways to understand what was on the record and the details aroun...

In HirePOS, you can easily check the availability of items before adding them to a booking or invoice. This feature helps you ensure that the items yo...

Setting discounts for customers in Hirepos allows you to offer special pricing on various items. This guide will walk you through the process of setti...

When managing bookings and invoices in HirePOS, utilising bonds for security payments is a common practice to ensure full payment is received before t...

Double booking warnings are a crucial feature in HirePOS that helps prevent date/time overlaps, ensuring smooth business operations and customer satis...

Item Message feature allows you to add additional once-off details to an item on a Sales Record. This feature is useful when you need to provide extra...