Process payment on a cash invoice

This guide shows you how to process a payment on a cash invoice in Workshop Software, from finalising the invoice through to recording the payment method.

Step 1: Check the Account Type

1. Before processing, ensure the Account Type on the invoice is set to Cash.
2. This allows you to select a payment method and amount when processing.

Step 2: Process the Invoice

1. Once the work is complete and the invoice is correct, click the blue Process button in the bottom right corner.
2. This will finalise the invoice — no further changes can be made after processing.

Step 3: Payment Screen Appears

1. A payment screen will pop up after clicking Process.
2. See Add or Edit Payment Methods if you need to set up payment options.

Step 4: Enter Payment Details

1. Click the Payment Method field and select the correct method (cash, card, EFTPOS, etc.).
2. Enter a reference number if required.
3. If payment is split across multiple methods, add multiple payment lines.
4. Click Save to complete the payment.

Good to Know

• Once processed, an invoice cannot be edited. Double-check all details before clicking Process.
• If you need to make changes after processing, you will need to unprocess the invoice or create a credit.
• Payment methods can be customised in Settings > Payment Methods.

Frequently Asked Questions

Can I split payment across multiple methods?

Yes, you can add multiple payment lines on the payment screen — for example, part cash and part card.

What if the customer does not pay the full amount?

If only a partial payment is made, the remaining balance will show on the invoice. You can record additional payments later.

Also Explore

• WorkshopPay — Integrated Payment Processing
• Blog: Workshop Pay — Online, Text or Email Payments
• Workshop University: What Is a Good Average Repair Order?
• Getting Started: Customer Workflow Guide