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Workshop Software lets you print Job Cards for your mechanics and email, SMS or print Invoices for your customers. This guide covers both workflows.
Printing a Job Card
Save the Invoice
- Enter all the information the mechanic needs on the Invoice.
- Click the green Save button.
Print the Job Card
- Click the Export icon next to Balance Due on the far right of the Customer Invoice card.
- Select Job Card from the Print options.
- The Job Card will open in a new browser tab and can be printed for the mechanic.
SMS, Email or Print an Invoice
Once the work is complete and the Invoice is finalised, you may send it to your customer or print off a copy.
If you have not processed your Invoice it will only display a Job number, follow these steps to Process a Cash Invoice or these instructions to Process an Account Invoice.
- Open the Invoice you would like to print or send
- Click the Export icon next to Balance Due on the far right of the Customer Invoice card.
- You may select Invoice from the Print, Email or SMS Message options to send or print the Invoice for your Customer.
Print or Email a Stock Order
- Open the Stock Order you want to print.
- Click the Export icon on the far right of the Stock Order card.
- Use the Print or Email option in the drop down menu.
Good to Know
- Until an Invoice is processed, it can be used as a Job Card for the mechanic.
- You can email Invoices directly from Workshop Software - no need to save as PDF first.
- Job Cards and Invoices can be printed at any stage, but it is best practice to save before printing.
Frequently Asked Questions
Can I email and print at the same time?
You would need to do these as separate actions - email the Invoice first, then use the print option.
Can I customise the Invoice template?
Yes, Invoice templates can be customised in Settings. Contact Workshop Software support for help with template changes.
