Sometimes a client may need to cancel all or some services they scheduled. You can cancel one service or more services at the same time. You can remove a service from a Service Order and the Schedule in either of 3 ways:
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 cancelled:
- Remain in the service order, "greyed out," to distinguish them scheduled services.
- Are set to zero client charge (unless edited).
- Are removed from administrator and staff schedules. To show cancelled services in your schedule, see What does "Show Cancelled Services in the Staff or Client Schedules For" mean?
- Can be viewed on the Administrator schedules by selecting "Cancelled Services Only" from the first dropdown on the Schedule.
- Remain on client quotes and invoices, marked "cancelled", as a record of the transaction.
- Remain on Staff Pay Reports with zero amount, unless edited. (see How do I Edit a Single Service on an Order?).
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.
How Do I Cancel a Service 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.
Step 2
- Check the box beside service(s) to edit, or check "All" to select all records.
- Click "Cancel."
Step 3
Note: Cancelled services are "greyed out," with a "Cancelled" tag. Client Charge and Staff Pay are zero. Cancelled services can be re-instated, if needed, see below.
Tip: Use Edit to add a Client Charge or Staff Pay to a canceled service, such as a late cancellation. Check the box beside the cancelled service, click "Edit," add a charge and/or staff pay.
Can I Reinstate a Previously Canceled Service?
Yes. To reinstate one or more services, select the items and click "Cancel" again. Since they are in a cancelled state, they will be uncancelled.
Reinstated services are:
- returned to the administrator and staff schedules,
- no longer appeared "greyed out" in the service order,
- will no longer be marked cancelled on client quotes and invoices,
- will have price and staff pay due reinstated.
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