This guide walks you through the steps to hide the part number on an invoice in Workshop Software. This is a common task when managing your day-to-day invoicing and job card workflow.
How to Hide the Part Number/Item Code on an Invoice
Workshop Software gives you the ability to hide the part number or item code of your parts and labour on customer invoices.
1. Click on Settings from the menu options down the left hand side of the page and then click on Company Settings;
2. Under the heading Invoice Settings, click on the button below Hide Part Numbers so that it says YES, once done scroll down to the bottom of the page and click on Save;
3. Part number/Product Code will no longer show on printed invoices;
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.
- You can print, email, or SMS the invoice to your customer once it is ready.
- This setting can be toggled on or off at any time. The change takes effect immediately once you click Save.
Frequently Asked Questions
Where do I find this setting in Workshop Software?
Go to Settings in the left-hand menu, then click Company Settings. Scroll down to find the relevant option 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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