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Cash V’s Account customers in Workshop Software

Over the past couple of weeks I have been asked the question: what is the difference between Cash and account customers? Also how this effects the invoices in both XERO and MYOB.

Well here is your answer:

When you are setting up a new customer in the system you have to select if they are cash or account. Cash meaning that when you process an invoice you receive the payment straight away. Account meaning when you process an invoice you enter in the payment terms for example they have 7 days to pay or 30days.

Therefore in either MYOB or Xero depending on what you use for account the cash invoices are processed as paid whereas the account invoices sync as unpaid until you process a customer payment.

Keeping track of your account customer unpaid invoices is simple to with Workshop Software. Just run the customer balances report to see what balances are outstanding. Also use Workshop Software to run customer statements in the reports console.

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“After using the software for a month with the Quickbooks integration, we can see that keeping up with parts and records is much easier. The integration helps up with knowing what is going on in the Workshop. Workshop Software is good.”

Cave City Truck
& Trailer Repair

“Really liking Workshop Software and how professional the invoices look. Support has been great the whole time. They are always consistent in calling us and making sure our questions are answered.”

AJ’s Mobile Automotive

“I needed workshop specific invoicing software, I chose this software as it was the best one I found that could do what I needed. I’m better at organising my work and it looks very professional, I do recommend this software as it’s easy to use.”

Byron Shire Auto Repairs

“We really like the facebook tips and find the software impacting our business in a positive way

NQ Diesel

“I love Workshop Software, it is absolutely brilliant and the best software I have ever used. No dramas at all.”

Miramar Auto Centre Limited

“The Web class was really great. It helped as a trialing client, to understand the system.”

Happy Motoring