Setting up Default WorkshopPay Email and SMS Messages

POS Integrations and WorkshopPayUpdated 20 Sep 20261 min read

WorkshopPay includes default messages sent when an Invoice is sent along with a WorkshopPay payment link to your customers. This article explains how to update default SMS and Emails messages in your account settings.

1. First click Settings (1) then Messages (2) In the left hand sidebar menu.

Screenshots of the left hand sidebar menu of Workshop Software, cursors indicate to click Settings then Messages.

2. Scroll down to the bottom section called Payment Messages and type in what you would like your default messages to be.

Warning: You must include the placeholder %InvoiceURL% so that the link to the Customer's Invoice is included in the message.

A screenshot of the Payment Messages fields in side Workshop Software's Messages page.

3. Scroll to the bottom of the page and click Save.

Good to Know

  • Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
  • Review your settings periodically to ensure they still match your workshop's current workflow.

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