Deleting a Job

Best Suited for:

• Scheduling coordinators
• Back Office users managing job records and cleanup

Important Information:

• Jobs can only be deleted from the back office
• Jobs cannot be deleted if they have an invoice or payment attached
• Deleting a job does not stop any repeating or recurring settings
• Deleted jobs can be restored

Strategic Workflow:

• Helps maintain clean and accurate job records
• Prevents accidental deletion of jobs with invoices and payments
• Requires stopping recurrence before deletion

Process Description:

1. Confirm the job has no invoices or payments attached
2. Stop any repeating or recurring settings
3. Click More and Delete This Job

Finding Invoices or Payments on this Job:

1. View the job
2. Click on the Payments button to see if any payments exist on this job
3. Check for any invoices attached to this job
4. If an invoice or payment exists, remove the payment and/or invoice before proceeding

Stopping Repeating or Recurring Settings:

• If the job is set up as a repeating job, stop the repeating pattern before deleting the job
• If the job is tied to a recurring invoice, stop the recurring schedule before deleting the job

Note: Deleting the job will not stop these settings automatically.

Deleting the Job:

1. View the job
2. Click More in the top-right corner
3. Select Delete This Job
4. When prompted with “Do you really want to delete this job?”, click OK

Error Message: If the job has an invoice or payment, you will see: “This job cannot be deleted.” Remove the invoice or payment, then try again.

Additional Resources:

• Restoring Deleted Jobs Article