Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Mitchellmoxo on January 23, 2014, 01:56:35 pm

Title: deleting a round in george
Post by: Mitchellmoxo on January 23, 2014, 01:56:35 pm

Hello.

Does anybody know how we do this?

Thanks

Title: Re: deleting a round in george
Post by: Ian101 on January 23, 2014, 02:03:38 pm

U need programme of Mr George - he will prob be along later or u can email him

Title: Re: deleting a round in george
Post by: Tony dunmall on January 23, 2014, 04:35:25 pm

You can't delete a round if you've taken payments against an invoice as it's created a fixed point of reference ie income

You can delete customers if they've not been saved as done and paid

The only other way is to go into history find payments and invoices delete them all then delete customers

REMEMBER this will affect your financial history

If a round has no clients or history you can go to system then to round description  amend and change names or I imagine delete a round

Hope that helps

Title: Re: deleting a round in george
Post by: bobplum on January 23, 2014, 04:59:45 pm

as above
what i did was erase the "the round" and put a "dot" in its place

Title: Re: deleting a round in george
Post by: Mitchellmoxo on January 24, 2014, 10:19:34 pm

Quote from: Tony dunmall on January 23, 2014, 04:35:25 pm

You can't delete a round if you've taken payments against an invoice as it's created a fixed point of reference ie income

You can delete customers if they've not been saved as done and paid

The only other way is to go into history find payments and invoices delete them all then delete customers

REMEMBER this will affect your financial history

If a round has no clients or history you can go to system then to round description  amend and change names or I imagine delete a round

Hope that helps

done it many thanks