Add notes to a job card or invoice

Workshop Software lets you add notes to both invoices and job cards. You can also use pre-created templates to insert standard wording quickly.

Step 1: Locate the Notes Fields

1. Open an invoice and scroll down past the product/labour line items.
2. You will see two fields: Invoice Notes and Job Card Notes.

Step 2: Add Invoice Notes

1. Type your notes in the Invoice Notes field.
2. These notes will appear on the customer’s printed invoice.
3. You can format the text with headings, bold, underline, or numbered lists.

Important: Format your text directly in this field. If you copy and paste from another application, the formatting may not carry over correctly.

Printed invoice view:

Step 3: Add Job Card Notes

1. Type notes in the Job Card Notes field.
2. These notes will only appear on the job card — they will not print on the customer’s invoice.
3. Use this for internal instructions for your mechanics.

Good to Know

• Invoice Notes are customer-facing — they print on the invoice sent to the customer.
• Job Card Notes are internal only — they appear on the mechanic’s job card but not on the customer invoice.
• You can set up note templates for frequently used wording, saving time on repetitive entries.
• Always format text directly in the notes field rather than pasting from Word or other applications.

Frequently Asked Questions

Can I use templates for notes?

Yes, Workshop Software supports pre-created templated wording that can be inserted into the notes fields. Set these up in Settings.

Will notes appear in emails?

Invoice notes will appear when the invoice is emailed to the customer, just as they do on the printed version.

Also Explore

• Job Management — Feature Overview
• Dead Simple Invoicing — Feature Overview
• Workshop University: From Whiteboard to Digital — Modernising Your Job Management
• Getting Started: Customer Workflow Guide