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If some of your customers pay you through Capricorn, Workshop Software can handle those invoices and payments through the Capricorn integration. This article explains how to set the integration up and manage Capricorn customers day to day.
1. Activate your integration by going into Integrations - Automotive Integrations - Capricorn:
2. Activate your Capricorn integration by pressing 'Activate CAPRICORN':
3. Enter your Capricorn supplier number and press 'Save':
Your integration is now activated, when a customer is choosing to pay you through their Capricorn account please go through the following steps:
Steps to set up a Capricorn payment method
4. Go into the customer's profile, enter their Capricorn Number in the Capricorn Member Number field:
5. Next add Capricorn as a payment type by going into Settings - Company Lists:
6. Scroll down towards the bottom of the Company Lists section and you will find 'Payment Methods':
7. To add Capricorn as a payment method, press the green “+” button and type Capricorn in the Payment Method field box.
If you are integrated with Xero and are on the Gold package, you will be able to select the bank account that Capricorn payments will sync to. In the Account field, press the arrow to select the correct account, then save the changes.
Download Customers That Have Paid via Capricorn to Add To Caplink
8. Go to the Dashboard, select the star icon, and download the CSV file. (This file can then be uploaded to Caplink.)
9. Select the date range by entering a Begin Date and End Date, then download the file to view the customers’ invoices that have been processed within that period.
10. Once you have downloaded the CSV file, you can upload this file to Caplink.
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