Zedonkopedia

Proformas - Delete/Inactivate Proforma

You can make a proforma Inactive. The Inactive Status is halfway to delete and the record will no longer show unless you specifically look for it.

Select the Proforma either from Sales Order list-view...
Locate the Customer's Order and click on OT
..or inside the Order Tracker
Untick [Active]
This will take you to the Order Tracker, click on the PF-number to enter the edit proforma document.
[Save] and [Close]
The Proforma is now inactive and it is displayed with a line through it on the Order Tracker
The Proforma is now inactive and it is displayed with a line through it.

It is no longer showing in the list view (unless you decide to include inactive records)

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