Import Invoices (Balance carried forward)

When migrating over to HirePOS from another system, it's important that you move over the Invoice balances (payments outstanding) from your previous system.

These Invoices must be dated "prior" to the changeover date, i.e. if your changeover date for HirePOS is 1st July then your "Balance carried forward" Invoices must have an Invoice Date of 30th June or earlier.

1. Go to Setup > Preferences, then choose the Sales option.

2. Click the Options button drop-down at the top-right, then choose Import Invoices (Balance carried forward) CSV.