This guide walks you through the steps to unable to save/process/void invoice in Workshop Software. This is a common task when managing your day-to-day invoicing and job card workflow.
If you are experiencing error as below, when trying to SAVE/PROCESS/VOID/DELETE invoice
Unknown Error, Please Contact Support (Support@Workshopsoftware.Com) For Further Details.
Please make sure the products added to the invoice are all ACTIVE products. An INACTIVE product causes this error.
To check the product status go to Products > Switch the toggle from ACTIVE to INACTIVE > insert the products code in the search tab>Locate the inactive product
If experiencing error while SAVING or PROCESSING invoice follow below procedure;
Once you have located the INACTIVE Product> Go to Invoice > Change the product to a active one by clicking on the product>SAVE/PROCESS
When attempting to DELETE/VOID processed invoice. Locate the product following above mentioned procedure.
Once located > Click Activate > go to processed invoice>DELETE/VOID
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.
Frequently Asked Questions
Can I email the invoice directly instead?
Yes. Workshop Software has a built-in email and SMS function that sends the invoice directly to your customer without needing to save a PDF first. Look for the email or SMS option on the invoice screen.
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.
What if this does not resolve the issue?
If the problem persists after following the steps above, contact the Workshop Software support team. They can investigate further and help resolve the issue.