This guide walks you through the steps to add or edit payment methods available in Workshop Software. This is a common task when managing your day-to-day invoicing and job card workflow.
Workshop Software gives you the ability to create your own payment methods for use when processing payment against a customer invoice. To add payment methods; 1. Click on ‘Settings’ from the menu options on the left hand side of the page and then click on ‘Company Lists’
2. Scroll down until you see the Payment Method section, click on the arrow key to expand on this section.
3. Click on the ‘+’ icon to add a new payment method
4. Enter the new payment method and click on the green ‘Save’ icon to save the changes.
To Delete/remove a payment method;
1. Click on the ‘red rubbish bin’ icon to the left of the Payment Method, this will delete it from your list;
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
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.
Will this change appear on the printed or emailed invoice?
Yes. Any changes you make to the invoice content in Workshop Software will be reflected on the printed, emailed, or SMS version that your customer receives.
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