Can be deleted (owners and admins, with confirmation)
A customer, site, machine or meter with no jobs, readings, contracts or invoices, e.g. one added by mistake.
Draft invoices, draft quotes, draft billing runs, contract files and charges, and a contract that was never billed and has no jobs.
Protected
Issued invoices and credit notes never change: correct them with a credit note.
Finalised billing runs are locked, and a meter reading used by one cannot be changed or deleted: add a new reading instead.
Customers, sites and machines with history can only be archived.
Every archive, restore, move, reading change and price change is in the Audit log.
Who can delete
Only owners and admins delete. Dispatchers can add, edit and archive.
Works together with
- Archive and restore customers, sites, contacts and machinesArchive what you no longer use: it disappears from lists and forms but keeps all its history, and can be restored any time.
- Credit an invoice (credit note)Correct an issued invoice by crediting it in full. Its jobs and parts become billable again so you can invoice them correctly.
- Audit log: who changed whatA permanent record of important changes: team access, settings, bank details, job rates, contract billing, integrations, API keys, printer agents and payments brought in automatically. Entries cannot be edited or deleted.