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Deleted customer - accidentally
Deleted customer - accidentally

How to get it back

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

When you delete a customer, the associated Work Orders and Invoices for the account are also deleted. 

Key Points

  • Bring back the Customer

  • Bring back the Invoices

  • Bring back the Work Orders

  • Match the Payments to the Invoices

To bring back the customer:

  1. From the Dashboard, click Customers

  2. Click Customer (next to the folder in the upper left)

  3. Click Archived 

  4. Find the customer to restore -or- enter the customer's name in the Customer box and click Filter

  5. Click the Actions button to the right of that customer 

  6. Click Restore

Go to the archived sections of Invoices and Work Orders to retrieve those items. 

Invoices

Follow these steps to get Invoices back:

  1. Click Invoices next to the folder in the top-left corner

  2. Click Archived

  3. Filter dates and customer name

  4. Click Filter

  5. Click Bulk Actions 

  6. Click Restore

Work Orders

Follow these steps to get Work Orders back:

  1. Click Work Orders next to the folder in the top-left corner

  2. Click Archived

  3. Filter dates, customer name, etc.

  4. Find the Work Order

  5. Click Actions on the right side of the row for your specific Work Order

  6. Click Restore

Match the Payments to the Invoices

Open the newly restored customer

  1. Click the Payments tab

  2. Open the oldest Payment and apply it to the oldest invoice(s)

  3. Click Save & Apply

  4. Repeat with other payments

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