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Deleting/editing completed cases

When a case has been booked out and charged it no longer seems possible to edit or delete the case.

I understand that this would not normally be required but if there is a mistake on what has been added to the form or the case was booked out to charge in error there now seems no way back!! For example I now have a case booked out to one of my clients that is wrong and I cant remove it from his monthly statement.

Many Thanks

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Malcolm shared this idea  ·   ·  Report…  ·  Admin →

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  • AdminSupport Team (Product Owner, Transactor Systems Ltd) commented  ·   ·  Report

    Well spotted. Yes the Void action is what to use if you need to re-edit a previously charged (invoiced) job.
    However, there's a bug in v7.02 beta which is stopping the VOID action from working after the very first use. This issue has been fixed in v7.03 please do Help / Check for updates periodically.

  • Malcolm commented  ·   ·  Report

    Sorry!! Just found the void invoice/credit note button :0)

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