Managing customer records accurately is important for invoicing, communication, and reporting. This guide shows you how to set customer discounts, mark-ups & pricing in Workshop Software so your customer information stays up to date.
Workshop Software accommodates the ability to assign a discount, mark-up or other pricing level to specific customers, this then applies to or overrides all other pricing on the invoice. 1. Search for the customer by typing their name in the main search bar in Workshop Software, located at the top of the page. Then double click on the correct search result.
2. For each customer you are able to select:
a) An Hourly Rate – this rate will override the cost of any labour your charge to the customer
b) Discount – the percentage discount will be applied to all invoice items, including labour
c) Markup – the percentage markup will be applied to all invoice items, including labour
d) Price Type – any products invoiced to the customer that have a price entered for the corresponding price type will be charged at that amount. For more information on setting price types please view the guide on adding products.
Once you have entered the new information, scroll to the bottom of the page and click on the green ‘Save’ button:
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- You can search for a customer by name, phone number, or email address using the search bar.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.