Setting up WorkshopPay Email and SMS default messages

Workshop Software lets you setting up workshoppay email and sms default messages through your account settings. Adjusting this setting ensures your workflow matches the way your workshop operates. The change takes effect immediately once saved. Follow the steps below to update this setting.

Setting up WorkshopPay Email and SMS default messages

1. Go to Settings > Messages on the tabs on the left hand side of Workshop Software. Workshop Software setting up workshoppay email and sms default messages showing settings > messages on the tabs on the lef…” width=”163″ height=”406″> 2. Scroll down to the bottom section called ‘Payment Messages’ and type in what you would like the default messages to be: <div style=Please note: You will need to include the placeholder %InvoiceURL% so that the link to the customers invoice is included in the message.
Workshop Software screen showing you will need to include the placeholder %invoiceurl% so that the link to the... 3. Press ‘Save’.

Good to Know

  • Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
  • Review your settings periodically to ensure they still match your workshop’s current workflow.

Frequently Asked Questions

Where do I find this setting in Workshop Software?

Navigate to Settings in the left-hand menu. The specific option is described in the steps above.

Can I change this setting back later?

Yes. This setting can be changed at any time by following the same steps and adjusting the option as needed. Remember to click Save after making your change.

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