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Showing articles from payment tag

WorkshopPay User Guide

This is a guide on the features of WorkshopPay and how to use them. If you are needing to activate your WorkshopPay integration, please refer to this guide: [https://support.workshopsoftware.com/kb/article/635-how-to-activate- workshoppay/][1] WorkshopPay allows you to request payment for an Account type invoice, th…

Activating WorkshopPay

**1.** Using the left-hand navigation bar in Workshop Software, click on '**Integrations**' > '**POS Integrations**' > '**WPAY**' ![][1] **2.** Click on the green '**Activate**' button ![][2] **3.** A pop up box will appear asking if you already have a merchant ID with WorkshopPay. If this is your first time integ…

How to run a sales by payment method report

The Sales by Payment Methods report provides a list of all payments taken within a date range, grouped by the method of payment. The report shows the invoice number, payment date, customer name and payment amount. 1. To run the report, click on **'Reports'** from the menu options on the left hand side and then click …

How to check an invoice/payment sync status

_This guide shows how to check that an invoice/payment has synced over to the accounting software that is integrated with your Workshop Software account._ 1. Navigate to **Reports -> Business Reports -> Log Reports** 2. Under **Invoice/Payment Status**, select whether the transaction is a **Customer Invoice/Payment …

How to allocate/record a customer payment

1. Click on the **'+'** icon located next to the main search bar in Workshop Software and select **Customer Payment** from the dropdown menu: ![][1] 2. Search for the customer and double click to select: ![][2] 3. Click on the green search icon to bring up a list of invoices with outstanding balances: ![][3] 4. …

How to delete or void an invoice and/or payment

**PLEASE NOTE: If there is a credit attached, you will need to detach the credit from the invoice. Please follow this guide: **[How to detach and/or void a credit][1] Workshop Software invoices cannot be changed or added to once they have been processed. If an error has been made on an invoice then the quickest and e…

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