GEM-BOOKS FAQ
How to Delete an Estimate at the Point of Sale
Unlike the invoice, the estimate and work order can be deleted both at the Point of Sale and in the customer's file.
Click on the blue Point of Sale button, press F1 or go to the menu on the left.
The order in which the documents are issued makes no difference to the fact that only the invoice can be cancelled or deleted.
Both the work order and the estimate can be deleted from the trash icon in the Documents tab.
The same documents can also be accessed from the customer's file.
Click on the menu on the left, on the Clients > Clients tab, select the required client and open the Documents tab.
Here again, you can view the work order, estimate and invoice.
However, the only document that does not display the trash icon is the invoice.
To modify an invoice, reverse it and generate a new one with the correct data. For more details, check the FAQ: Reverse an Invoice - Point of Sale Tab
Other articles on the subject:
Add a Product Note to the Point of Sale and/or Work Order
How to Create a Purchase in the Point of Sale in GEM-BOOKS
Creating a New Client from the Point of Sale in GEM-BOOKS
Retrieve Client's Estimate in the Point of Sale in GEM-BOOKS
Posted
1 week
ago
by
Bianca da Silveira De Amorim
#2192
3 views
Edited
1 week
ago