This guide walks you through the steps to footers to a job card, customer invoice and customer statement in Workshop Software. This is a common task when managing your day-to-day invoicing and job card workflow.
Workshop Software allows you to add a footer to a job card, customer invoice and also customer statement. These footers are a great way to communicate with your customers and once created will appear at the bottom of every job card, customer invoice or customer statement. 1. Click on ‘Settings’ from the list of menu options down the left hand side of the screen and then click on ‘Messages’;
2. Enter the messages you would like to appear, you don’t have to create a message for all three if it is not necessary. You may want to change the message at certain times of the year, for example in the lead up to Christmas you may want to change the Invoice Footer message to include you hours of operation over the holiday period.
3. Once you have entered your message scroll down to the bottom of the screen and click on the green ‘Save’ button in the bottom right corner to save your changes;
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.
Can I undo this change to the invoice?
You can update the invoice again by following the same steps. If the invoice has already been finalised or synced to your accounting system, contact your administrator about the best approach.
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