Popular Articles
Creating Tasks
WEBVTT - This file was automatically generated by VIMEO 0 00:00:04.100 --> 00:00:07.300 So today I'm going to show you how to create a task within Workhorse. 1 00:00:08.500 --> 00:00:11.300 Over here on the left. We have a task tab, so 2 00:00:11.300 ...
Service Calls - For Admins
So today I'm going to show you how to create a Service call in the system. So the first thing we want to do is come down here to the left. Go down to Service calls. And we're going to create a new Service call. So I'm going to select a new Service ...
Declined Credit Cards
DECLINED CREDIT CARD If the card was declined and a new card is entered, the invoice will have to be sent out manually. The new card will be saved and used toward future invoices for that subscription. The way we store payment methods is via ...
Auto Draft With a Credit Card
AUTO DRAFT WITH A CREDIT CARD If auto-draft is selected, the credit card will be charged automatically on the next billing cycle/ when the next invoice is generated. Your customer will receive an email stating that the invoice is paid, as well as a ...
Bulk Payments
Bulk payments can be done in the Accounting tab. On the top right, click Bulk Payments. There, you can submit bulk payments by filling out the information for each row in the table.