Cancelling Sales records
In some cases, you may not be able to outright delete a sales record, or you may wish to keep a record without affecting your sales figures or outstanding payments.
In these cases, you can Cancel a record instead, which will cause them to be ignored in most reports and figures, but will keep them around for historical purposes.
When You Should Cancel a Sales Record
- If you've already made payments onto a Sales record, it cannot be deleted, and must instead be cancelled.
- If the record has been signed, it cannot be deleted and must be cancelled.
- Quotes that did not go ahead.
- Cancelled Bookings
- Returned Sales items
How to cancel a Record
Depending on your screen layout, this will be a checkbox at the top-right of the screen:
Or, you can find it in the Other tab, as below: