This guide walks you through the steps to match job card and invoice numbers in Workshop Software. This is a common task when managing your day-to-day invoicing and job card workflow.
If you require your job card & invoice numbers to match you are able to turn this feature on, both numbers will then be the same and the sequence will start from the next available job card number. 1. Click on ‘Settings’ from the menu options down the left hand side and then ‘Company Settings’;
2. Scroll down to the sub-heading ‘Invoice Settings’
3. Click on the ‘NO’ under Invoice Number Equals Job Number so that it changes to ‘YES’, scroll to the bottom of the page and click the green ‘Save’ button to save the change to your settings;
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.
- 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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