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Editing or removing a service in a file

Learn how to correct or delete a service from a file.

Updated over a week ago

You can update a service line if details change — for example, a new date, price, or supplier. You can also delete a service that hasn’t yet been invoiced.


To edit a service

  1. Go to your files’s General tab.

  2. Find the service you want to edit.

  3. Click the pencil icon (✏️) at the end of the line.

  4. Update the necessary fields (e.g., supplier, reference, note, or price).

  5. Click Save.

📌 Screenshot: [Service line edit window placeholder]

💡 Tip: If the line was imported automatically, don’t edit it — instead, copy it and adjust the duplicate.


To remove a service

  • Click the red cross (❌) at the end of the line.

  • Confirm the deletion in the pop-up.

  • You can only delete a service that hasn’t been:

    • Invoiced

    • Credited

    • Grouped in a travel agreement

If you cannot delete it, contact Admin to remove or credit the service instead.

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