Move the order of items on a customer invoice

Workshop Software lets you rearrange the order of items on a customer invoice before processing. This guide shows you how to move line items up or down.

Step 1: Enter Reorder Mode

1. Open the invoice you want to edit.
2. Click the blue up and down arrow icon above the list of items on the invoice.

Step 2: Move Items Up or Down

1. Click the circle icon next to the item you want to move.
2. Use the blue up and down arrows to move the line up or down the list.
3. Repeat for any other items you need to reorder.
4. Once finished, click Done or exit the reorder mode.

Step 3: Save the Invoice

1. Click the green Save button at the bottom right of the page.

Step 4: Verify the New Order

The invoice items will now display in the new order. This order is also reflected when the invoice is printed or emailed.

Good to Know

• Make sure you click Save after reordering. If you navigate away before saving, your changes will be lost.
• The reorder only works on open (unprocessed) invoices. Once an invoice is processed, the item order is locked.
• The new order will appear the same way when the invoice is printed, emailed, or sent via SMS.

Frequently Asked Questions

Can I reorder items on a processed invoice?

No, item reordering is only available on open invoices. You would need to unprocess the invoice first to make changes.

Does reordering affect the invoice total?

No, reordering only changes the display order of items. Totals and pricing are not affected.

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