Skip to content
English
  • There are no suggestions because the search field is empty.

How do I Delete a Project or Form?

You need to delete all of a project's forms before you can delete the project. Forms must be deleted working backward from the most recently created form. For example, delete the sales order first, then the estimate, then the presentation.

On this page:

How do I delete a project?

How do I delete a presentation, estimate, sales order, or invoice?

How do I delete a purchase order?

How do I delete a bill?

FAQ

How do I delete a project?

To delete a project, click Actions > Delete Project from the project's Overview. 

01_How do I delete a project

If there's no option to delete the project, it's either because:

  • There are populated forms in the project (presentation/estimate/sales order/invoices)
  • You do not have the necessary permissions to delete the project.

[Back to top]

How do I delete a presentation, estimate, sales order, or invoice?

To delete a form from a project, click the Actions button on the form > click to Delete.

02_How do I delete a presentation, estimate, sales order, or invoice

Deleted presentations, estimate, sales orders, and invoices can be recovered through the Jobs tab in a client's page.

[Back to top]

How do I delete a purchase order?

To delete a purchase order from within a project, click Delete on the right side of the purchase order.

03_How do I delete a purchase order

[Back to top]

How do I delete a bill?

To delete a bill:

  1. In Finance > Billing > click the "Report Type" drop-down and select Export Bills or Exported Bills
  2. Select a supplier, enter a PO number, or add the bill's dates
  3. Click Get Report
  4. Select the bill(s) you'd like to delete
  5. Click Delete Selected
  6. In the "Are you sure you want to delete these bills?" pop-up, click OK

04_How do I delete a bill

Deleted bills cannot be recovered. If you accidentally delete a bill, you'll need to manually re-add it.

[Back to top]

 

FAQ

Why is there no delete button when I try to delete a form?

There are a few reasons why you may not be able to delete a form:

  1. You do not have the correct permissions
  2. You need to delete a later form 

If you're unable to delete a form or project, it's because you don't have the necessary permissions. In that case, you can reach out to your admin to either:

  • Have your permissions adjusted so you can delete the form/project
  • Have the admin delete the form/project for you

Locked sales orders/ invoices need to be unlocked before they can be deleted. 

To delete a form, all forms created after it needs to be deleted first. I.e., if you're trying to delete an estimate, you will need first to delete the sales order.

[Back to top]

 

How to recover a deleted form?

If you accidentally deleted a form, you can restore it by following these steps:

  1. Go to the client record associated with the deleted estimate.
  2. Click on the "Projects" tab.
  3. Enable the "Show Deleted" option.
  4. Find the deleted form in the list (sometimes it will be under the project that it belongs to).
  5. Select the "Restore" option and choose the form to restore

POs can not be restored. For that, you will need to contact support.

[Back to top]