Voiding Services in a Service Order

Modified on Wed, 21 Sep 2022 at 02:56 PM

You can remove a service from a Service Order and the Schedule in 3 ways: Void, Cancel & Delete. Use "Void" to correct a scheduling error. For example, you scheduled services for Monday, Tuesday and Wednesday, but the client did not want the Wednesday service, "Void" the Wednesday service.

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.

Services that are voided:
  • Remain on service orders "greyed out" and marked "Void" to distinguish them from scheduled services.
  • Are removed from Administrator and Staff schedules so that the work does not get carried out.
  • Are removed from quotes and invoices (the client does not need to see scheduling errors).
  • Are removed from staff compensation reports (your staff do not need to see scheduling errors).
Tip: There are differences between Delete and Void / Cancel:
  • Void / Cancel leave the service in the system as "greyed out" for record keeping,
  • Delete removes the service completely. 

Note: Voided services can be re-instated if they were voided in error (see below how to do this).

How Do I Void One or More Services in a Service Order?

Navigation: Clients > access a client account > Orders & Invoices

Step 1

  • Open the Service Order by clicking on the blue order label name.

Void a service off an order in dog walking software

Step 2

  • Check the box beside service(s) to void, or check "All" to select all records.
  • Click "Void."

Void a service off an order in dog walker software

Step 3

  • Voided services now appear "greyed out" and the description is tagged with "Void."

Void a service off an order in pet sitter software

Can I Reinstate a previously Voided Service?

Yes. Check the boxes of the Voided services to be reinstated, click "Void" again.

Reinstated services:
  • are returned to the administrator and staff schedules.
  • no longer appear "greyed out" in the service order.
  • will no longer be marked voided on client quotes and invoices.
  • will be paid in full on staff pay reports.
  • services have price and staff pay due reinstated.

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