How to delete attachments from an invoice

This guide shows you how to remove attachments from an invoice in Workshop Software.

Step 1: Open the Invoice

1. Open the invoice that contains the attachment you want to remove.

Step 2: Open the Attachments Dropdown

1. Click the Attachment dropdown on the invoice to expand it.

Step 3: Delete the Attachment

1. Click the Delete button below the attachment you want to remove.

Step 4: Confirm the Deletion

1. Confirm the deletion when prompted.

The attachment will be removed from the invoice:

Good to Know

• Once deleted, an attachment cannot be recovered. Make sure you are removing the correct file.
• Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.

Frequently Asked Questions

Can I undo a deleted attachment?

No, once an attachment is deleted it cannot be recovered. You would need to re-upload the file if needed.

Do I need special permissions to delete attachments?

Depending on your Workshop Software permissions, you may need administrator access to delete attachments from invoices.

Also Explore

• Job Management — Feature Overview
• Dead Simple Invoicing — Feature Overview
• Workshop University: From Whiteboard to Digital — Modernising Your Job Management
• Getting Started: Customer Workflow Guide