How to change your customer from a cash account to an account customer
1. Find the customer that you want to edit by typing the customer name into the main search bar located at the top of the page and then double click on the name when it comes up: ![][1] 2. Toggle the **'Cash'** toggle, located in the top right hand corner of the customer profile, so that **'Account'** is shown ![][…
How to set customer discounts, mark-ups & pricing
Workshop Software accommodates the ability to assign a discount, mark-up or other pricing level to specific customers, this then applies to or overrides all other pricing on the invoice. 1. Search for the customer by typing their name in the main search bar in Workshop Software, located at the top of the page. Then d…
How do I make a customer GST free
You are able to select a customer to be GST (Goods and Service Tax) or Tax free for all invoices processed against them regardless of your other GST/Tax settings within Workshop Software. 1. Search for the customer by typing their name in the main search bar in Workshop Software, located at the top of the page. Then …
How to allocate a part payment against a customer or supplier invoice
This guide will show you how to allocate a part payment against an invoice, for instances where a customer is wanting pay off an invoice over time. If the customer is a **cash** customer (Account Info is **CASH)**, the invoice type will need to be changed to **ACCOUNT.** This enables the invoice to be processed with …
