Managing customer records accurately is important for invoicing, communication, and reporting. This guide shows you how to delete a customer in Workshop Software so your customer information stays up to date.
If the customer you are wanting to delete has a vehicle attached to them you will first need to either delete the vehicle from Workshop Software or move the vehicle to a different owner, please see the guide on deleting vehicles and also transferring vehicle ownership.
1. Search for the customer by typing their name in the main search bar in Workshop Software, located at the top of the page. Then double click on the correct search result.
2. Click on the red ‘Delete’ button located at the bottom left corner of the customer details.
3. Click on the ‘Yes’ button to confirm that you want to delete the customer:
4. The customer is now deleted.
Good to Know
- You can search for a customer by name, phone number, or email address using the search bar.
- This setting can be toggled on or off at any time. The change takes effect immediately once you click Save.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.