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.

Tip: To inactivate multiple proforma invoices simultaneously, a bulk action feature is available upon request in Zedonk. Contact [email protected] for further details.

#Select the Proforma either from Sales Order list-view...

#...or inside the Order Tracker

#Untick [Active]

#[Save] and [Close]

#The Proforma is now inactive and it is displayed with a line through it on the Order Tracker

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