Change Customer Feature

Change Customer on Invoice

Check out another cool update to Workshop Software.
Change Customer Workshop Software

We have had a number of clients request this new feature, particularly after we added the Copy Invoice function. (Check out this link for details on Copy Invoice: https://workshopsoftware.com/copy-invoice-function/). Once again, we’ve heard your requests and added this functional and effective feature that makes invoicing and quoting even easier.

There is a new button in the invoice that allows you to click it and change the customer for an open invoice or quote. This is really great for quoting. Often, Workshop Software users do quotes, and often those quotes are similar, or the same, as a previous transaction. Now you can go get that transaction, copy it, change the customers name (and vehicle if applicable), and you’ve got a new quote in a matter of seconds.

Check out the 2 minute video to see exactly how simple, yet effective, this new feature is.

P.S. This same functionality works for Supplier Invoices too.

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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

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

Miramar Auto Centre Limited

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

NQ Diesel

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

Happy Motoring

“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