Managing customer records accurately is important for invoicing, communication, and reporting. This guide shows you how to member numbers in Workshop Software so your customer information stays up to date.
If you use a membership system with your customers you can now record this information in a dedicated section of Workshop Software! First go to Company Settings and enable the feature:
You can change the title of Member Numbers in the Variable Labels section of the Company Settings:
When this feature is enabled you will be able to record a member number against any of your customers. If you open a customer’s profile page you can add a member number here:
The customer’s member number will show on the following:
- Customer profile
- Bookings
- Sales report
- Sales Breakup
- Service Due
- WOF Renewal
- Rego Due
- Vehicle Listing
- Bookings Report
- Email Report
- Invoice (all format)
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Keeping customer records up to date ensures accurate invoicing and reliable communication via SMS or email.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.