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Showing articles from customer invoice tag

How to move the order of items on a customer invoice

Workshop Software has the ability to change the order of items entered onto a **Customer Invoice** prior to processing the invoice. 1. In an open invoice click on the blue **'up and down arrow'** icon above the list of items on the invoice; ![][1] 2. Click on to the **'circle'** icon next the the item you wish to m…

How to attach an item from a supplier order or supplier invoice to a customer invoice

_The purpose of this article is to show you how to attach an item from a supplier order or supplier invoice to a customer invoice._ _You can attach items from a supplier invoice or a stock order._ 1. Firstly select the star button on the top right hand side. 2. Then select "Attach To Invoice" _This is what it look…

How to apply a discount to a customer invoice

Workshop Software has the ability to apply either a % or $ discount to a customer invoice. Please make sure you check the Company Settings before you proceed and have your 'Discount Includes Tax' toggle set to **Yes** or **No** depending on your preference. If you have it set to Yes, **a tax will be applied on the di…

How to add templated wording to an invoice

Workshop Software offers the ability to create templated wording that can be added into invoice notes, job car notes and emails. Templated wording can be added into the invoice notes and is a great way to enter the details or a particular service/common work carried out on a vehicle without having to type it on each i…

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