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Showing articles from Invoice tag

How to Hide the Line Prices on an Invoice

Workshop Software gives you the ability to hide the line prices of your parts and labour on customer invoices. 1. Click on Settings from the menu options down the left hand side of the page and then click on Company Settings; ![][1] 2. Under the heading Invoice Settings, click on the button below Hide Line Prices s…

How to Hide the Part Number on an Invoice

**How to Hide the Part Number/Item Code on an Invoice** Workshop Software gives you the ability to hide the part number or item code of your parts and labour on customer invoices. 1. Click on Settings from the menu options down the left hand side of the page and then click on Company Settings; ![][1] 2. Under the …

How to Use the Split Invoice Function

1. Create a customer invoice using this guide: [https://support.workshopsoftware.com/kb/article/2-how-to-create-a-customer- invoice/][1] 2. Click on the 'Star' button on the right hand side of the invoice and click 'Split': ![][2] 3. Choose the customer who you are splitting the invoice off to. 4. Choose an exces…

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 a customer invoice

Click on the "**+**" icon at the top right hand side of the page next to your company name and logo and select **Customer Invoice** from the drop down box. ![][1] ### **If the invoice is for an existing customer** Click on the "Search Customers" search bar and enter the customer's name. To select this customer doub…

How to change your invoice format

This guide will show you how to change the look and feel of your invoices from our pre-set format choices. 1. Go to **'Settings'** on the left hand navigation menu, then select **'Company Settings'** ![][1] 2. Scroll down to the **Invoice Settings** blue bar, click on the arrow to expand on these options. ![][2] …

How to view a processed or finalised customer invoice

Once an invoice has been processed or finalised there are a couple of different ways that it can be found. _Search by invoice number_ You will need to know the invoice number, the invoice number can be found in the top right hand corner of a printed invoice ![][1] 2. Enter the invoice number into the main search b…

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