Integrating Register DOT/TIN on a processed invoice 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.
1. Find the invoice with the tires on it you would like to register. If you are not sure there is a list on your dashboard of all the tires in your account that have not been registered. 2. Open invoice. 3. Press the ‘star’ button on the right hand side of the tire item:
4. Press ‘Add DOT/TIN’.
5. Press ‘Return to List’:
6. Press ‘Register’:
7. It should bring up the registration form like it does when you originally process an invoice and give you the option to try and register it again:
8. Make sure ALL required fields are filled in and press ‘Register’.
9. A green bar should appear at the top of the screen that says ‘Tire Registration Sent’. This registration should now appear in the Tire Metrix portal. If there is an error it means that you have not filled out all the fields. If you believe you have filled out all the fields and are still getting an error please email support@workshopsoftware.com.
Good to Know
- You can print, email, or SMS the invoice to your customer once it is ready.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
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.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.