If you’ve not created an email template yet, check out the FAQ How do I create an email template for instructions.
Hire-X enables you to send emails using templates from a number of different places within your webshop portal.
If you want to send an email to a customer that does not related to an order, for instance an email about a promotion you are running, follow these steps:
To send an email from an order that automatically attaches the order details and the hire terms and conditions (in PDF format), follow these steps.
If you want to send an email to a customer in relation to a specific order, for instance sending an email updating them about an issue, follow these steps.
When your template content has loaded, any smart tags, such as the customer name, will be replaced with the real values, saving you a lot of time.
If you need to change the email content, you can easily use the text editor to add or delete any information, but remember, you will only be changing this email, not the original template.
Hire-X enables you to create and use email templates when contacting your customers. These templates are great for quickly sending standard emails, such as details about a quote, order confirmation documents and even responses to common questions, such as you opening hours and delivery instructions. Basically, if you have an email that you write all the time, it’s a candidate for a template.
The create a template follow these steps:
Using the text editor is fairly straight forward. You can choose from a number of basic formatting tools, such as bold text and numbered lists. You can also add links to resources on the web, such as product information.
At the bottom of the text editor are a number of smart tags that you can insert into the email. These will be replaced with the appropriate value from the customer or order you are sending the email from. There are two types of smart tags. The first group apply to email sent from a customer or from an order, while the second group only apply to emails sent from an order.
Check out the FAQ How do I use an email template for more information about using templates to speed up your order process.
When you have more than one item of a particular product sometimes it’s handy to allocate a specific item to an order. Hire-X enables you to have more granular control over your inventory, so you can better track your stock and ensure your assets are well maintained.
Allocating stock items to an order is completely optional, so if you don’t want to allocate stock, you don’t have to. If you do, here’s what you need to do:
Stripe is a payment gateway that enables businesses to capture payments from customers online using credit cards and debit cards.
Hire-X enables you to take payments for your hires directly from the orders screen. You can process payments for the whole order value, or for a partial amount, such as a deposit.
To integrate Stripe into Hire-X, follow these steps:
Xero is a popular accounting system used by small businesses around Australia and indeed the world.
Hire-X enables you to create invoices in Xero directly from your orders screen. You can choose to create an invoice for the full amount, or partial amount of the order, giving you the flexibility to run your hire business anyway you like.
To link Hire-X to Xero you need to authorise the Hire-X ‘app’. This is easily achieved by following these steps:
When you have successfully connected Hire-X to Xero you can click the Yes button on the popup to refresh your Hire-X Webshop settings.
All subsciptions come with a 14-day, free trial. During the trial you’ll have access to all the features Hire-X has to offer.
You can cancel at any time during the 14-day trial and you’ll not be charged.