This guide walks you through the steps to change invoice format in Workshop Software. This is a common task when managing your day-to-day invoicing and job card workflow.
This guide will show you how to change the look and feel of your invoices from our pre-set format choices.
1. Go to ‘Settings’ on the left hand navigation menu, then select ‘Company Settings’
2. Scroll down to the Invoice Settings blue bar, click on the arrow to expand on these options.
3. Click on the drop down menu for Invoice Format and select which format you prefer.
Please note: for a preview of these layouts check our guide on what the invoice formats look like
– Default: This the main template that you can use for sending out invoices by mail. Shading is on the template to make it look nicer.
– Print Letterhead Without Company: This leaves a space at the top of the invoice for a pre-printed letterhead. Has the customer settings next to the date/invoice number.
– Print On Letterhead With Company: As above, but also includes the company settings. Useful for when you letterhead doesn’t have your company details.
– Print Original: Uses the original template used in the first 12 months of Workshop Software. Very basic template.
– Print Labour Invoice: Bold Labour title within the invoice
3. After choose the format you want to use, click ‘Save’
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.
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.
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.