πŸ“ Invoice To Details on Workshop Invoice

Hannah
Hannah
  • Updated

Question 

How do I show customer and account information on a Workshop Invoice? 

Answer 

In order for both customer and payee information to show on a workshop invoice, the account the job is being invoiced to must be a credit account. 

In order to do this, the Transaction Account being used must be linked to a Master Account which does not have the 'Cash Account' tick box enabled

The Master Account can be amended in Accounts > Sales Ledger > Master Accounts.

Within Workshop > Invoicing > Produce Invoice, enter the credit account information and process the invoice. 

See both customer and credit account information now shows