Edit or Delete a Job

To Edit a Job

•	Select a Booked In or Ongoing job onto the Main Form

•	Click Edit Job on the action bar, or select Edit Job from the Action menu

You should now be able to edit the job and then Book in, Book out or place on hold.

To Delete a Job

•	Select a job onto the Main Form

•	Choose Delete job from the action bar, or select Delete Job from the Action menu

If you are prevented from editing or deleting a job, it will be because the job has been completed and is associated with an invoice. See below for how to edit completed jobs.

To Edit or Delete a Completed Job

•	Select a completed job onto the Main Form

•	Use the Action menu, and choose "VOID invoice or credit note"

•	Click OK to confirm you wish to void the invoice associated with this job. You won't be able to use that invoice number again. Usually, you shouldn't void an invoice if the customer has already received the it!

•	You can now edit or delete the job using the methods above

If the customer has already been sent the invoice for the job, it's better not to void it or there's no longer a paper-trail between the lab and the customer. If they pay INV10101, but you no longer have that invoice on your system, it will cause unnecessary admin.

If you are still prevented from editing or deleting a job, it will be because the job has been completed and it's tax date comes before the accounting lock date. Any transactions before this lock date cannot be altered, in order to protect them from accidental changes. This lock date can be altered in the Control Centre > Advanced > Accounting Rules