How to record a payment

When this process is used Customers can pay for their orders by credit card (using Tave or Partial.ly) or bank transfer (using Internet Banking). When paying by bank transfer, they have the option in Tave to send us a message to say the payment is coming. When...

How to finalise an order

When this process is used Customers are asked to complete a booking finalisation form to confirm details of their order with us. The form is a Tave questionnaire. There’s separate forms for delivery and warehouse collection orders. For events more than a month away...

How to confirm an order

When this process is used When customers complete the online process to book in, they 1) accept our contract, then 2) might complete their booking details questionnaire (if their event’s in the next month) and 3) might pay (if they choose to pay by card).  Each of...

How to retire a hire item

When this process is used Follow these steps when a hire item has become too damaged or old to continue being hired out. Tools used RW Elephant Tave Part A: Check for future orders Open RW Elephant and go to the Items tab Locate the item by choosing its category and...

How to send thank-you emails

When this process is used Follow these steps to send thank you emails to customers after their events have been held How the emails and their Tave automations work To speed up the process of creating the emails, we have some automations in Tave that create necessary...

How to print pull tickets

When this process is used Follow these steps to print and mark up Pull Tickets for jobs. Repeat the steps for each job. When you’re comfortable completing the steps one-by-one for each job, you may find it easier to complete Part 1 for all jobs, then do Part 2....