This page contains a List of Commonly Asked Questions relating to Jobs
You can print a job card at any time prior to the job being invoiced.
The job needs to be saved and confirmed to produce a job card.Option 1 – Creating a new job
Once a Job has been saved it is considered a quote, click on the ‘print quote’ button and depending on your browser it will ask you to save or open the file.Invoice
Once a Job has been saved and invoiced it is considered an invoice, click on the ‘Print Invoice’ button and depending on your browser it will ask you to save or open the file.
If you had spelt the name or address incorrectly on a job you can make changes to the job. Please note if you have created a job to the incorrect customer entirely you will need to cancel the invoice and recreate it.
You can setup some customers to not include tax automatically via the customer setup screenOption 1
The job doesn’t need to be invoiced for you to add a receipt. So a customer can pay a deposit for a big job prior to completion.Option 1
This can be done at the time of saving the job or after the job has been saved.
You cannot make changes to a Job, Sale, Receipt, Payment or Purchase order that has been exported to Xero or MYOB. You will need to create a negative transaction to offset it in Workshop Mate and re-export.
The status of the job must be either confirmed or invoiced to be able to notify a customer.