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4)
Type the new date into the box.
5)
Click OK.
6)
Click Refresh.
7.7 Cancelling services
In some instances, services may have to be cancelled. Cancelling services
will remove those specific services from My Calendar. However, if the
service is part of a recurring series, the rest of the series remains in tact.
For example, if you have set-up a monthly service for Mr. Smith and you
cancel his January service, only the January service is cancelled - all other
months are still scheduled.
The steps required to cancel a service are outlined below.
To cancel services:
1)
In My Calendar, highlight the services that you want to reschedule.
2)
Click Schedule > Status to ‘Cancel’.
3)
Answer Yes to the prompt.
7.8 Completing services
To indicate that a service is complete, you must change the status of the
service to Done. This process is usually carried out at the end of the day, or
the next morning.
If the service’s invoice type is 1 or 3, completing the service makes it
eligible to be invoiced.
If the service’s invoice type is 2, completing the service increases accounts
receivable by the price of the service.
To complete a service:
94
1)
In My Calendar, highlight the services that you want to complete.
2)
Click Schedule > Status to ‘Done’.
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