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:


Did this help?


Powered by HelpDocs (opens in a new tab)