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After you have posted a Work Order (or group of Work Orders) to an Invoice, the customer decides that they do not want to go ahead with the order (or one of them).
Let's face it, people change their minds... and it is usually right after you post a Work Order to an Invoice.
Also a great option for when the customer wants two orders on two different Invoices, but doesn’t tell you that until after you have them on one Invoice.
Note: This feature is not available when using the "Enter Deposit / Deposit Invoices" feature.
In Line Entry / Data Entry Screen, click on the teal
“Clear” button on the right side of the screen.
A dialog box appears, asking if you would like to unpost this Work
Order before deleting the line from the Invoice?
Click Yes.
The Work Order is removed from the
Invoice. At the same time, in the Work Order file, the “Posted” button changes back to “Post to Invoice” giving you the option to post the Work
Order to an Invoice at a later date, e.g. when the customer is ready
to go ahead with the order.
Clicking the No button removes the Work Order but it loses the ability to be posted to another Invoice.
If you are removing a Product, the dialog box asks "Deleting this line item may create an error in your inventory. Are you sure you want to delete it?"
If you remove a Gift Card, the dialog box asks "This line represents a gift card which has been credited in the system. Deleting the line will also delete the credit. Are you sure you want to delete this line and related credit?"
See also: How to Unvoid an Invoice