You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

Showing articles from invoice tag

How to save my invoices as a PDF document

1. Open the invoice you require, click on the square/arrow icon located on the '**Customer Invoice**' banner ![][1] 2. Select "**Print Invoice"** **![][2]** 3. The invoice will appear in a new tab in your web browser, click on the printer icon located in the top right hand corner of the screen ![][3] 4. When the…

Parts doesn't return to invoice in Repco - Error on screen

**__Issue:__** You have pressed "Return Parts" in Repco, and you get a white screen with the following error, or something similar: {"message":"undefined method `downcase' for nil:NilClass","type":"R","field_errors":""} **__Resolution:__** You need to have both a MAKE and a MODEL on your vehicles in Workshop Softw…

How to delete attachments from an invoice

1) Open the invoice 2) Open the Invoice **'Attachment'** dropdown ![][1] 3) Click the "**Delete**" button below the attachment you want to remove ![][2] 4) Confirm the deletion ![][3] The result can be seen below: the attachment requested to delete is no longer on the invoice. ![][4] [1]: https://d33v4339j…

How to check an invoice/payment sync status

This guide shows how to check that an invoice/payment has synced over to the accounting software that is integrated with your Workshop Software account. 1. Navigate to **Reports -> Business Reports -> Log Reports** ![][1] ![][2] 2. Under **Invoice/Payment Status**, select whether the transaction is a **Customer In…

Error - cannot duplicate invoice numbers for supplier while using Xero integration (Xero will not allow this)

The purpose of this article is to explain the cause and resolution when you come across the error _'Cannot Duplicate Invoice Numbers for Supplier While Using Xero Integration (Xero Will Not Allow This)__'_ _Click on image to enlarge_ ![][1] We have had to restrict the system for Xero users to align our system with …

How to match job card and invoice numbers

If you require your job card & invoice numbers to match you are able to turn this feature on, both numbers will then be the same and the sequence will start from the next available job card number. 1. Click on **'Settings'** from the menu options down the left hand side and then **'Company Settings'**; ![][1] 2. Sc…

Xero Sync Error Message - Invoice not of valid status for creation

_Click on image to enlarge_ ![][1] **Issue:** When checking the Event Logs, the above error comes up after syncing with Xero. **Reason For Error:** System is trying to sync invoices that have been voided on the Workshop Software system. These are not missing invoices from Xero, as they have been voided and should n…

How to add mechanic hours to an invoice

Mechanic hours can be recorded on any invoice that has a labour or service item entered on it. This helps to be able to look at the profitability of the labour component of the job. 1. To have the ability to record the mechanics time the invoice needs a product entered on it where by the product type is **Labour**, w…

How to add notes to a job card or invoice

Job card and invoice notes can be added to each customer invoice as required. Workshop Software also gives you the option of created templated wording that can then be inserted into the invoice notes field, to find out more on how to do this please see the guide **'[How to create templates for invoice notes][1]'** 1.…

How to copy an invoice

Open the invoice that you want to copy 1) Select the 'actions' star 2) Select 'Copy Invoice' _Click on image to enlarge_ ![][1] 3) Confirm action by selecting 'Yes' _Click on image to enlarge_ ![][2] You will now have a copy of your invoice. The new invoice will be the same in every way, except for the job num…

scroll to top icon