Steps
- Read which record still refers to the item you are trying to remove.
- Keep a customer that has jobs or estimates. Archive an old job that has financial history.
- Invoices with recorded payments and changes linked to invoices are protected.
- If you are correcting a mistake, make a backup and correct the related records deliberately rather than deleting a chain of legitimate history.
- If an item was already removed in a previous action, return to the register and refresh the view.
Check that it worked
Historical invoices and payments remain connected. Find archived jobs with Jobs & profit → Archived.
Help codes
This article covers these on-screen help codes:
- CSC-RECORD-001
Still stuck?
Report a protection error if no related records exist and the item is still shown in the register.