You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

Showing articles from invoices tag

How to view vehicle history from the mobile app

This is a feature available for gold subscription users. 1. In the mobile app, open the job card and scroll down to where it states "**Vehicle History**" ![][1] 2. Click on the link that says "**View Vehicle invoice history**" ![][2] 3. You will now see an overview of all the past invoices that have been processe…

How to save my invoices as a PDF document

1. Open the invoice you require, click on the square/arrow icon located on the '**Customer Invoice**' banner ![][1] 2. Select "**Print Invoice"** **![][2]** 3. The invoice will appear in a new tab in your web browser, click on the printer icon located in the top right hand corner of the screen ![][3] 4. When the…

How to run the customer open deposits report

The Customer Open Deposits Report will give you a list of all deposits taken on invoices that are still open, once the invoice has been processed or finalised the deposit will then show as a Customer Payment. 1. Click on **'Reports'** from the menu options on the left hand side and then click on **'Business Reports'*…

How to change the starting number for invoices

Workshop Software allows you the ability to change the number of the first invoice, credit, stock order, customer payment or supplier payment you process in the system so that you are able to continue your current sequence. 1. Click on **'Setting'** from the menu options down the left hand side of the page and then c…

Why is my labour appearing twice on my invoices

The purpose of this article is to explain why you may have labour items listed twice on your invoices. This comes from the combination of 2 settings. **Settings > Company Settings > Invoice Settings** * Having the invoice template as **'Print Labour Style'** * Hide part numbers. ![][1] **Labour Style Template…

How to round the totals on invoices.

In order to be able to round totals on both customer and supplier invoices you first need to turn on the rounding feature in Workshop Software. 1. Click on **'Settings'** from the menu options down the left hand side of your screen and then click on **'Company Settings'**; ![][1] 2. Scroll down to the **Tax Setting…

How to add footers to a job card, customer invoice and customer statement

Workshop Software allows you to add a footer to a job card, customer invoice and also customer statement. These footers are a great way to communicate with your customers and once created will appear at the bottom of every job card, customer invoice or customer statement. 1. Click on **'Settings'** from the list of m…

scroll to top icon