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Showing articles from remove tag

How to delete an additional user

**Please note:** If you are wanting to delete a user because a staff member has left and you want to create a new login for the incoming staff member. DO NOT DELETE this user, instead EDIT the user. [Here is a guide][1] on how to edit your login details. 1. Click on **'Settings'** from the menu options down the left …

How do I detach and/or void a credit

_**PLEASE NOTE:** _If you are **_voiding a credit_**, it will detach the credit from all attached invoices. You **_don't_** need to run the detaching process. **_How Do I Detach A Credit From Invoices?_** 1) Open up the credit. _Click on image to enlarge_ ![][1] 2) Go to the "Credit Application" dropdown. _Click…

How to delete a customer

**Please note:** You are able to delete a customer our of Workshop Software provided you _**HAVE NOT**_ created any invoices for that customer, as soon as an invoice has been finalised/processed the customer can no longer be deleted. If the customer you are wanting to delete has a vehicle attached to them you will fi…

How to add or edit payment methods available

Workshop Software gives you the ability to create your own payment methods for use when processing payment against a customer invoice. To add payment methods; 1. Click on **'Settings'** from the menu options on the left hand side of the page and then click on **'Company Lists'** ![][1] 2. Scroll down until you see…

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