It’s important to manage your ordering and make sure that you bill customers through the process. It’s easy to miss charging out a product, which can happen when you get busy. Workshop Software ensures that you don’t miss another part with a simple feature that allows you to attach an order to an invoice.
When you go through the ordering process, you can click a button to add one or more items onto an invoice, and that item(s) will now be related to the order, so the system knows if the item has been received or not.
You can use a setting in the “Company Settings” section to either warn you that the order has not been received, or stop you from processing the invoice if the order has not been received (you can set this up according to how strict you want this process to be).
You can also see the attached orders when you’re in an invoice. If you want to open the order and view or edit, simply double click the line, and the order will open.
Check out the 3 minute video to see how you can improve the effectiveness of your Workshop by implementing this simple to use new feature.