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Showing articles from email tag

How to send an invitation to your customers to create login details for the Customer Portal

**Please note:** this feature is available on our gold subscription level. **IMPORTANT! **Customer profile _**must**_ have an email address as this will be their username for the portal. If a customer profile does not have an email address the below error message will appear when you go to send them the invitation. …

What time are automated messages sent

The automatic reminders are sent out at different times relative to the time zone you have set in your Workshop Software system. Australia Time Zone UTC relative State or territory Time Sent Local Time UTC Time Australian Eastern Standard Time (AEST) UTC+10:00 UTC+11:00 Queensland, New South Wales (except B…

How to set up my customer's preferred method of contact

This is an important field to keep up-to-date as the system uses this to determine how to contact your customer for their automatic service, rego and booking reminders. 1. To set the preferred method of contact for your customer, to go the customer profile. Click on '**Customer**' from the left-hand navigation bar in…

How to send an email to a supplier from Workshop Software

There are three ways in which you can send an email to a supplier directly out of Workshop Software; _The first way is using the Supplier menu;_ 1. Click on Suppliers from the menu options on the left hand side of your page; 2. Use the search field at the right of the Suppliers menu bar to search for the supplier y…

How to print and or email invoices and stock orders

_Job Card and Invoices_ Until it has been processed an invoice can be used as a job card. 1. To print off a job card, make sure you have entered all the information the mechanic needs, then click the green **'Save'** button. 2. Click the blue icon next to **Balance Due** on the far right of the green **Customer Inv…

How do I email/print statements for ALL of my customers

1. In your Workshop Software menu, click on **'Reports'** on the left hand navigation menu and the click on **'Statements'** ![][1] 2. Choose the appropriate options for your statement batch including: * How you wish to send to customer * Statement begin period (this can be left blank as required) * Statement…

How to run a email log report

The Email Report will give you a list of all emails you have sent out of Workshop Software. The report shows the; * Date sent * Customer name * Email subject * Email address the email was sent too 1. To run the report, click on **'Reports'** from the menu options on the left hand side and then click on **'B…

How to email invoices to multiple people

This guide will go through how to add multiple emails when emailing an invoice to a customer. 1. Open up an invoice that you are ready to send to a customer. ![][1] 2. Select Email invoice and click on the magnifying glass to add more emails. ![][2] 3. You can then select as many emails as you like, you can add t…

How to create email templates

Workshop Software allows you to create templates for the various emails you can send out of the software so that you don't need to type them each time you send the email. Templates can be created for the emails sent with a customer invoice, customer statements, supplier stock orders or a general email to your custome…

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