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This article explains the different ways to find and view a processed or finalised customer invoice in Workshop Software.
Step 1: Search by Invoice Number
If you know the invoice number (found in the top right-hand corner of a printed invoice), this is the quickest method.
- Enter the invoice number into the main search bar at the top of the screen in Workshop Software. The invoice will appear in the search results.
Step 2: Search by Customer Name
If you don't know the invoice number but know the customer's name, you can find the invoice through the customer's profile.
- Search for the customer by typing their name in the main search bar, or click Customers from the navigation menu on the left-hand side and use the Filter to find them.
- Once in the customer details page, scroll down to Customer Invoices. Expand the menu if necessary to view all invoices, then click on the invoice you want to view and click the blue Pencil icon to open the invoice.
Step 3: Print or Email the Invoice
- A copy of the invoice can be printed or emailed by clicking on the blue icon at the far right, next to the Balance Due.
Good to Know
- You can print, email, or SMS the invoice to your customer once it is ready.
- You can search for a customer by name, phone number, or email address using the search bar.
Frequently Asked Questions
Can I undo changes to a finalised invoice?
Changes to finalised invoices may be limited. If the invoice has already been synced to your accounting system, you may need to create a credit note instead.
Will changes affect my accounting integration?
If you have an accounting integration set up, any changes to invoices will sync automatically to your connected accounting software.
