deleting history on invoice

jeadmin
New Contributor

Looking if anyone knows how to delete some history or audit trail on a invoice. Our Tech applied a payment to incorrect customer . I unapplied the payment but the history says I deleted a cash payment. I would like to delete this to make it correct.

2 REPLIES 2

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Agree with Randy. You are not able to delete it because it was an action that was taken, but I would add the note so that if someone comes behind you they know why that action is there!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I don't think you can delete anything from the audit trail. I would just add a note to the history with an explanation as to why you "deleted the cash payment".

Randi Thompson
Bill Joplin's Air Conditioning & Heating