Archiving, deleting and Undo
For the owner and the office
Archive a customer
Archiving hides a customer from the main Customers list. Everything they had stays, and a search still finds them.
- Open the customer, then tap Edit.
- Open Archive this customer.
- Tap Archive and their name.
To bring them back, open them (Customers › Archived) and tap Bring them back.
Delete a job
A job with no bill sent and nothing paid can be deleted.
- Open the job.
- Open Delete this job at the bottom.
- Tap Delete Job and its number.
Undo
After you delete a job or a file, a band shows Undo for 10 seconds. Tap it to bring it all back.