Workshop Software lets you workshop software settings through your account settings. Adjusting this setting ensures your workflow matches the way your workshop operates. The change takes effect immediately once saved. Follow the steps below to update this setting.
Workshop Software allows you the ability to change the number of the first invoice, credit, stock order, customer payment or supplier payment you process in the system so that you are able to continue your current sequence.
1. Click on ‘Setting’ from the menu options down the left hand side of the page and then click on ‘Company Settings’;
2. Scroll down to the ‘Next Invoice/Payment Number’ section, click on the arrow to expand on this section.
3. Enter the number that you want to be assigned to the first invoice, credit, stock order, customer payment or supplier payment. You do not need to nominate a number for all fields, any that you don’t change will start from number 100. Once you have entered the numbers you want to change click on the green ‘Save’ button on the right hand side;
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.
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.