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A customer, job or change cannot be removed

Linked records are protected to keep financial history consistent.

Steps

  1. Read which record still refers to the item you are trying to remove.
  2. Keep a customer that has jobs or estimates. Archive an old job that has financial history.
  3. Invoices with recorded payments and changes linked to invoices are protected.
  4. If you are correcting a mistake, make a backup and correct the related records deliberately rather than deleting a chain of legitimate history.
  5. 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.

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