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Showing articles from customer tag

MYOB Error - "Maximum allowed characters for Name"

The reason for this error is that MYOB has a 20 character limit in the name fields. ![][1] Please check the customer profile in Workshop Software and ensure all name fields have 20 characters or less. Update the customer profile, don't forget to save the changes you have made. Then do a manual sync to force and up…

How to activate the Customer Portal for your account

**Please note:** this feature is available on our Gold subscription level 1. Select "**Settings**" from our left-hand navigation menu bar and then select "**Customer Portal**" ![][1] 2. Click on the green "**Activate Customer Porta**l". ![][2] 3. A pop up box will appear asking if you are sure you want to turn on…

Features of Customer Portal

<meta name="robots" content="noindex" /> Once logged in customers will be able to review the following information related to their vehicles **_Review Outstanding Invoices_** The top left widget will list any outstanding invoices that have yet to be paid. ![][1] Customers can click on the arrow located on the far…

How to send an invitation to your customers to create login details for the Customer Portal

**Please note:** this feature is available on our gold subscription level. **IMPORTANT! **Customer profile _**must**_ have an email address as this will be their username for the portal. If a customer profile does not have an email address the below error message will appear when you go to send them the invitation. …

How to setup customer sources in Workshop Software

An important piece of information to track is how did a customer find you, this helps to measure which marketing campaigns/channels are delivering you new business. In Workshop Software you can track the source when they first make a booking as well as each time they come back. Firstly you will need to create the dif…

How to detach and/or void a credit

**Please note:** if you are _**voiding a credit**_, it will detach the credit from all attached invoices. You **_don't_** need to run the detaching process. This is also known as 'reversing a credit application. **_How do I detached a credit from invoices?_** 1. In the Customer invoices section of the customer's pr…

How to run a customer balances report

This report will show you any clients that have an outstanding balance due. 1. Click on **'Reports'** from the menu options on the left hand side and then click on **'Business Reports'**; ![][1] 2. Click on the blue arrow icon to the far right of the **Customer Reports** bar to expand the menu; ![][2] 3. Select h…

How do I email/print statements for ALL of my customers

1. In your Workshop Software menu, click on **'Reports'** on the left hand navigation menu and the click on **'Statements'** ![][1] 2. Choose the appropriate options for your statement batch including: * How you wish to send to customer * Statement begin period (this can be left blank as required) * Statement…

How to create a customer and add a vehicle to their profile

1. Click on **'Customers'** from the left hand navigation menu in Workshop Software ![][1] 2. Click on the **'+'** icon at the far right corner of the blue **'Customers'** bar ![][2] 3. The screen will refresh with a blank customer profile form, enter the below customer details: * Select if the customer is a in…

How to bulk send statement to customers with outstanding invoices

**Please note:** This function is available to Silver, Gold and Platinum level users 1. In your Workshop Software menu, click on '**Reports' and 'Statements**' ![][1] 2. Choose the appropriate options for your statement batch including: * How you wish to send to customer * Statement begin period (this can be l…

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