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May 8, 2020
Question

How do you delete line services from the list ?

  • May 8, 2020
  • 1 reply
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1 reply

May 8, 2020

Hi @mdelectricals,

 

Are you referring to deleting a product or service in a transaction? If so, you can delete it by following the steps below.

  1. In your transaction list, highlight the product or service item you want to delete.
  2. Click the Trash icon towards the right side.
  3. Hit Save.

If you're referring to deleting a product or service item from the list, here's how.

 

  1. Go to Gear, then Products and services.
  2. Mark the box next to the item you want to delete.
  3. Click the drop-down arrow beside Edit, then Make inactive.
  4. Hit Yes when prompted.

Please see this article for more information about removing or merging a product or service. I'll also share with you our page about managing customers and income for additional reference.

 

Should you have other questions or concerns, please don't hesitate to reach out anytime. I'll be around to help. Thanks for posting and have a great weekend ahead.