Add Footers to Job Cards, Invoices, and Statements

SettingsUpdated 20 Sep 20262 min read

Workshop Software allows you to add a footer to your job cards, customer invoices and customer statements.  These footers are a great way to communicate with your customers and once created will appear at the bottom of every document.

  • Click on Settings (1) from the left hand sidebar menu and then click Messages (2).
Screenshots of the left hand sidebar menu of Workshop Software, cursors indicate to click Settings then Messages.

  • Enter the messages you would like to appear, you don’t have to create a message for all three if you will not use this document type.  You may want to change the message at certain times of the year, for example in the lead up to Christmas you may want to change the Invoice Footer message to include you hours of operation over the holiday period.
A screenshot of the Footer Messages available in Workshop Software

  • Once you have entered your message scroll down to the bottom of the screen and click the green Save button in the bottom right corner to save your changes.
A screenshot of the lower half of the Messages page. The green save button is highlighted.

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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