Cancel a work order

Cancel the work order in Zoho and the engine cleans up behind it: open appointments are cancelled here and in Zoho, checklists that were never completed are removed, and an invoice that has taken no money is voided. Completed work is never touched.

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Before you start

• The work order open in Zoho.

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Steps

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How you know it worked

• Every appointment on the job that was not already completed shows Cancelled in Zoho. A completed appointment stays completed.
• The checklists on those appointments are gone, unless they were completed.
• Each technician on a cancelled appointment gets an Appointment Cancelled push.
• If the job was already invoiced, the invoice reads Void here and in QuickBooks. An invoice that has taken any money, part or whole, is left standing instead: that is a business decision for a person. A payment still running on the pay page holds the void back until it finishes. See Void an invoice.
• The work order’s billing status is not changed by the cancel. It keeps the value it had.

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Related

• How booking works
• Void an invoice