How to create templates for invoice notes
Instead of typing the same notes or information on to every customer invoice you can create templated wording and insert the template into the invoice notes each time it is needed. 1. To create a new template, click on **'Settings'** from the list of options down the left hand side and then click on **'Company Lists'…
How to add Follow Up Notes to a vehicle
Adding follow up notes to a vehicle can be very useful if you need to recall information for the next time that customer is in with this specific vehicle. 1. Create an invoice for a customer and select a vehicle. [https://support.workshopsoftware.com/kb/article/2-how-to-create-a-customer- invoice/][1] 2. Fill out t…
