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Pin Payments via Email

HirePOS Guides03. Setup13. Preferences01. Accounting Integration & Other API's02. Pin Payments

Pin Payments via Email

A View Invoice button can be added to email templates, which allows customers to view a sales record and pay by card via the link.hirepos.com website.

Both the Sales > Sales, and the Sales > Find Sales screens will display the status in the Sent column based on whether the Booking/Invoice is Sent, Viewed, or Paid.

Add View Button to email template

  1. From the main menu strip at the top, go to Setup > Preferences > Email Templates & Settings.

  2. You can use this primary email template (which is normally used for Invoices in general), or otherwise click the Other Email Templates button towards the bottom to set up another email template.

  3. Click the Insert Placeholder dropdown to the right of the Email Message section.

  4. From the Insert Placeholder dropdown, select the {ViewButton} placeholder.

  5. Ensure the template details are all populated as required.

  6. Click the Save Settings button.