Deleting Invoice Lines

Edited

In the process of managing quotes, bookings, and invoices, it is essential to know how to efficiently remove line items. There are two straightforward methods to achieve this:

Option 1: 'X' Button

The quickest and easiest way to remove a line item is by clicking the 'X' button located at the far right end of the line. This method allows for swift deletion of unwanted items.

Option 2: Line Menu

If you prefer an alternative method, you can utilize the Line Menu:

  • Open the Line Menu by clicking the grey rectangle at the far left end of the line.

  • Select "Remove Line" from the options provided.

By following these steps, you can efficiently manage your quotes, bookings, and invoices by removing unnecessary line items with ease.