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Showing articles from change tag

What should I do with Workshop Software Logins when there is a change of staff

If you have a staff member that is leaving with a new member joining you do not need to delete the user login details for the staff member that is leaving. The best course of action is to edit the current user login details by following **[this guide][1].** You can change both username and password with the above pr…

How to change the starting number for invoices

Workshop Software allows you the ability to change the number of the first invoice, credit, stock order, customer payment or supplier payment you process in the system so that you are able to continue your current sequence. 1. Click on **'Setting'** from the menu options down the left hand side of the page and then c…

How do I change my Workshop Software login details

This guide will show you how to update the email a users to log into Workshop Software 1. Click on **'Settings'** from the list of menu options down the left hand side of the screen and then click on **'User Setup/Maint.'**; ![][1] 2. Double click to enter into the user you would like to edit: ![][2] 3.Simply typ…

How to change the language settings in Workshop Software

Workshop Software allows for you to choose either English (UK) or English (US) as the language used. Workshop Software will default to English (UK), if you would like to change it please follow the steps below; 1. Open your Company Profile by clicking on your company name and icon at the top of the page and then clic…

How to change your password

You are able to change your Workshop Software password if required. 1. Click on **'Settings'** from the list of menu options down the left hand side of the screen and then click on **'User Setup/Maint.'**; ![][1] 2. Click on the blue **'pencil'** icon for the username that you want to edit. ![][2] 3. Enter in the…

How to change the description of a product on an invoice

You are able to change, add or delete the description of a particular product on an invoice. 1. When creating a product into Workshop Software you can enter details in the **Description Field** that will appear next to the **Item Code** on a customer invoice. This field can be left blank when entering the product so …

How to assign an invoice to a different customer

The purpose of this article is to show you how to change the customer on an invoice. You are able assign an invoice to a different customer as long as the invoice is saved and _not_ processed. Once an invoice is processed it cannot be changed in any way. 1. Make sure the invoice is saved. _Click on image to enlarge…

How to edit a processed invoice using the copy button

There are two methods for editing a processed invoice, either using the edit button or copy button. The below items **_cannot_** be edited once an invoice has been processed: * Cash/Account Invoice Toggle * Invoice Type * Post Date * Product Changes * Price Changes * Customer Changes * Vehicle Changes …

How to edit a processed invoice using the edit button

There are two methods for editing a processed invoice. This depends on what field you would like edited. The below fields can all be adjusted with the **_Edit button method_** provided in this guide: * Order Number * Follow Up Date * Odometer * Hours * Next Service - Kms * Description * Invoice Notes …

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