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This guide will show you how to change the look and feel of your Invoices from pre-set format choices.
In the left hand sidebar click Settings (1) then Company Settings (2).
Scroll down to the Invoice Settings header bar, click on the arrow to expand these options.
Click on the drop down menu for Invoice Format and select which format you prefer.
Please note: for a preview of these layouts check our guide on what the invoice formats look like.
Default (B&W) & Default (B&W) Ex GST Totals: This the default template with Company and Customer details visible and shading added for clarity.
Default (Colour): A colourful Invoice format that does not include the users Logo.
Print Original: Uses the original template used in the first 12 months of Workshop Software, a very basic template.
Print Letterhead Without Company: This leaves a space at the top of the invoice for a pre-printed letterhead. Has the customer settings next to the date/invoice number.
Print On Letterhead With Company: As above, but also includes the company settings. Useful for when a preprinted letterhead does not include your company details.
Please Note: You MUST allocate a value in the “Top Margin” field when using letterhead templates.
Print Labour Style: This format includes a bold Labour title within the invoice, you may show or hide the letterhead in this format and choose if running totals are included.
Print Stretched: This invoice format uses the whole width of the paper to display a user’s uploaded logo, intended for when a complete letterhead is uploaded as the logo. Users may choose if Company Details appear in this invoice format.
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- You can print, email, or SMS the invoice to your customer once it is ready.
Frequently Asked Questions
Where do I find this setting in Workshop Software?
Go to Settings in the left-hand menu, then click Company Settings. Scroll down to find the relevant option described in the steps above.
Can I change this setting back later?
Yes. This setting can be changed at any time by following the same steps and adjusting the option as needed. Remember to click Save after making your change.
Will this change appear on the printed or emailed invoice?
Yes. Any changes you make to the invoice content in Workshop Software will be reflected on the printed, emailed, or SMS version that your customer receives.
