Microsoft Excel + HirePOS
Create spreadsheets from new or updated invoices in HirePOS using Microsoft Excel
Keep your invoicing and accounting streamlined with this efficient workflow. Whenever there's a new or updated invoice in HirePOS, a spreadsheet in Microsoft Excel is set up instantly. It's a simple and time-saving solution that ensures you never miss out on invoice details, helping you stay organized and focused on your business.
Keep your invoicing and accounting streamlined with this efficient workflow. Whenever there's a new or updated invoice in HirePOS, a spreadsheet in Microsoft Excel is set up instantly. It's a simple and time-saving solution that ensures you never miss out on invoice details, helping you stay organized and focused on your business.
- When this happens...New or Updated Invoice
Triggers when a Sales record (Quote/Booking/Invoice) in HirePOS is created or updated.
- automatically do this!Create Workbook
Creates a new workbook
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Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Try ItNew or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Try ItNew or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Try ItCompany
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Phone 1
Phone 2
Phone 3
Fax
Email
Notes
New Quote
Triggers when a Quote record in HirePOS is created.
Try ItNew or Updated Invoice
Triggers when a Sales record (Quote/Booking/Invoice) in HirePOS is created or updated.
Try ItCompany
First Name
Last Name
Code
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Referral Source
Notes
Booking DateRequired
Booked From
Booked To
Event Date
Company
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Delivery Address Line 1
Delivery Address Line 2
Delivery City
Delivery State
Branch Code
Reference
Invoice Category Name
Message
Comments
CodeRequired
Quantity
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
