Integrating Create templates for invoice notes with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
Instead of typing the same notes or information on to every customer invoice you can create templated wording and insert the template into the invoice notes each time it is needed. 1. To create a new template, click on ‘Settings’ from the list of options down the left hand side and then click on ‘Company Lists’;
From here you will be able to choose different sections that you can create templates for. (i.e. templates created under Invoice Note Templates will be available for invoice notes only).
2. Click on the arrow key for Invoice Note Templates to expand on this section
3. Click on the green ‘+’ icon to add a new template;
4. Create your template, give it a description that will make it easily identifiable. You can format the text a number of different ways. Once you have entered your text click on the green ‘Save’ button in the bottom right;
To enter the template to an invoice, click on the green ‘+Add Template’ button at the bottom of the Invoice Notes field in a customer invoice;
Select the template you want to insert and then click on the ‘Select’ button;
The wording will now appear in the Invoice Notes and is able to be edited if required;
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
- Keep your integration credentials secure. Do not share API keys or passwords with anyone outside your organisation.
Frequently Asked Questions
Will this change appear on the printed or emailed invoice?
Yes. Any changes you make to the invoice content in Workshop Software will be reflected on the printed, emailed, or SMS version that your customer receives.
Can I undo this change to the invoice?
You can update the invoice again by following the same steps. If the invoice has already been finalised or synced to your accounting system, contact your administrator about the best approach.
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.