Create a Customer Invoice

This article shows you how to create a customer invoice in Workshop Software, from selecting the customer and vehicle through to adding parts and labour and saving the completed invoice.

Step 1: Start the Customer Invoice#

Click on the lightning bolt icon in the top right-hand corner of the page and select Customer Invoice from the dropdown menu.

Step 2: Add the Customer#

Follow the steps below to add the customer to the invoice.

For an Existing Customer#

1. Click on the Search Customers search bar and type the customer's name.
2. Click on their details to select the customer.
3. Select the vehicle from the list if it already exists in the system.

For a New Customer#

1. Click the + icon on the far right of the Select A Customer bar.
2. Enter the new customer details in the fields that appear:
   • Select Individual or Company
   • Select Cash or Account
   • Enter First Name and Last Name (required)
   • Phone numbers
   • Email address
3. Click Save when all details are entered.

Step 3: Add a Vehicle#

1. Click the + icon at the top right of the page, next to Select A Vehicle.
2. Enter the vehicle details:
   • Rego
   • VIN
   • Make
   • Model
   • Body Type (required)
   • Colour
   • Speedo
   • Production Date
3. Click Save when all details are entered.

Tip: The only required field is Body Type. Your mechanic can collect the remaining vehicle details while working on the vehicle, and the file can be updated later.

Step 4: Enter the Invoice Details#

1. Fill in the invoice fields:
   • Order Number (PO or Purchase Number) - if applicable
   • Invoice Type - select the invoice type
   • Date of Booking
   • Payment Method - can be left blank and updated before processing
   • Odometer
   • Description - brief description of the job being carried out
   • Product - enter service type and any parts (can be added or changed later)
   • Invoice Notes - notes that appear on the invoice
   • Job Card Notes - notes that appear only on the job card
2. Click Save at the bottom right of the page.

If the invoice saves successfully, a green confirmation popup will appear in the bottom right corner of the screen.

Step 5: Edit or Finalise the Invoice#

The invoice will now appear under the Jobs section in your Transaction Centre. To make any changes or to finalise the invoice, double-click on the line to reopen it.

Good to Know#

• Double-check the details on your invoice before finalising to ensure accuracy.
• If you need to change the invoice type (e.g. to a Quote), you can do so before processing.

Related Articles#

• Create an account invoice for a cash customer
• Create a cash invoice for an account customer
• How to Create an Overpayment or Deposit for a Customer

Also Explore#

• Job Management - Feature Overview
• Dead Simple Invoicing - Feature Overview
• Workshop University: From Whiteboard to Digital - Modernising Your Job Management
• Getting Started: Customer Workflow Guide