This guide walks you through how to do internal work on a unit in Workshop Software. Follow the steps below to complete this task.
Here is a unit we have set up in Dealership Software. So far no internal invoices have been created for it.
1. Create a new customer invoice for the “Internal Customer” with the unit as the vehicle.
2. Create the invoice for the work done on the vehicle.
Note: There is no tax on this invoice at this point because this work is being done internally
3. Process the invoice and press cancel when it asks for a payment (you don’t need to create a payment as it’s a $0 invoice).
4. The unit cost will now include the price of that invoice.
Frequently Asked Questions
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.