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Showing articles from WorkshopPay tag

How to process a refund a payment received via WorkshopPay

1. Process a refund in Workshop Software. If the Customer is a cash type customer, follow these steps: [https://support.workshopsoftware.com/kb/article/178-how-to-process-a-refund- for-a-cash-customer/][1] If the Customer is an account type customer, follow these steps: [https://support.workshopsoftware.com/kb/artic…

Setting up your WorkshopPay Email and SMS default messages

_**Setting up your WorkshopPay Email and SMS default messages**_ 1. Go to Settings > Messages on the tabs on the left hand side of Workshop Software. ![][1] 2. Scroll down to the bottom section called 'Payment Messages' and type in what you would like the default messages to be: **Please note**: You will need to i…

WorkshopPay - Sending your customer their invoice via SMS

_**Sending your customer their invoice via SMS**_ 1. Make sure your invoice is processed. 2. Click the 'Star' button on the top right of the invoice and click 'SMS Payment Request'. ![][1] 3. This will bring up a pop up box with your customer mobile number and a default SMS message. This can be adjusted if you wou…

WorkshopPay - Sending your customers their invoice via Email

_**Sending your customers their invoice via Email**_ 1. Make sure your invoice is processed. 2. Click the 'Arrow' button on the top right of the invoice and click 'Email Invoice': ![][1] 3. A pop-up box will appear for you to email your invoice. There is a toggle here to choose if you would like to request a payme…

How to activate your WorkshopPay account

1. Click 'Integrations' then 'POS Integration' and finally 'WorkshopPay' from the left-hand navigation bar in Workshop Software ![][1] 2. Click on the green 'Connect to '**WorkshopPay**' button. ![][2] 3. Follow the prompts on screen to set up your account. This process is setting up your online merchant faciliti…

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