It is not possible to directly undo the deletion of a sales record. However, there are ways to understand what was on the record and the details around its deletion. It is also possible to prevent unauthorised deletions in the future.

When dealing with sales records that are no longer needed, it is advised to cancel the record rather than delete it. Cancelling a record ensures that a comprehensive history remains accessible. It is important to note that while it is possible to un-cancel a sales record, it is not possible to recover a deleted one.

In certain circumstances, it may not be feasible to delete a sales record. This limitation applies to records with a signature or payment recorded against them. In such cases, cancellation becomes the sole available option.

Although there may be valid reasons to delete a record, such as duplication or significant data entry errors, it is recommended to consider cancellation as the primary course of action before proceeding with deletion.

If you determine that complete deletion of a sales record is necessary and permissible within the system, follow these steps:

1. Open the sales record in question.

2. Navigate to the Options menu located in the top right-hand corner of the screen.

3. Select "Delete Sale" from the menu.

Before confirming the deletion, ensure that you indeed wish to permanently remove the sale as this action is irreversible. Confirm the deletion via the prompted popup.

If you have inadvertently deleted a Sales record such as a Quote, Booking, or Invoice, you can retrieve valuable information about the record and the user who deleted it. While there is no direct 'undo' functionality, accessing the User timeline can provide you with a comprehensive history of user activities, including deletions.

To access the User timeline:

1. Navigate to Setup > Preferences > Users.

2. Click on the User Timeline button.

Within the User timeline, you can view a detailed log of all actions performed by a user, including deleted records.

By selecting the Deleted record, you can view a snapshot of the sales record before its deletion or modification. This feature enables you to recreate the Sales record if necessary.

Invoices, or any sales record, cannot be deleted if there are associated payments. To delete an Invoice, all related payments must be deleted first. To avoid accidental deletions and restrict general users from deleting Invoices, you can configure User Permissions settings.

To prevent Invoices deletion:

1. Go to Setup > Preferences > Users.

2. Select a user to open the User Roles screen and edit the user's permission settings.

3. Within the User Roles screen, navigate to the Permissions sub-heading to access all permission settings.

4. Under the Allow Sales/Payments setting, enable the sub-setting for Disable Delete.

5. Click the Save Changes button at the bottom right to apply the updated permissions.