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Showing articles from invoice history tag

Platinum Multi-Branch - How to add a customer from another branch

The following is a guide on working with Customers in Workshop Software's Platinum Multi-branch system. This guide is specifically for anyone with Platinum Multi-Branch subscription. _**How to add a customer that has used another branch**_ **Please note:** At this time, this feature can only be used in the customer …

How Can I Export My Data?

**How to Export your Data** 1. Select 'Actions' from the Menu on the right side of the page, followed by 'Export'; ![][1] 2. Select what you would like to export from your Workshop Software and press the green button; **Export Customers **will provide you with the following information: Customer name, Company name…

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