Sometimes it is necessary to delete an entire Service Order. To do so, the order must have no services scheduled to it.
- An order may have been created in error and not have any visits scheduled to it yet.
- A client may have changed their mind and ask you to remove all their services.
More About Service Orders
A Service Order contains services a client has ordered, for a date range that will be invoiced together, such as one month of daily walks or a 2 week vacation. The services are simultaneously populated to the Schedule and are used to create an Invoice for the Client.
How Do I Delete a Service Order?
Navigation: Clients > access a client account > Orders & Invoices
Step 1
- Open the Service Order by clicking the blue order label name.
Step 2
- Delete any services in the service order.
Note: If services you want to delete are dated in the past, simply cancel or void the services first before you can delete them. See How do I Delete a Service?
Step 3
- When the order is empty, navigate back to the Orders & Invoices screen.
- Click "remove this order," which is now an option by the "empty" order. The order is deleted and cannot be reinstated.
- If you deleted it in error, create a new order and add services to it.
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