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Delete a Single Quote

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We do not recommend deleting any quotes from your system, since you may need the information at some point. However a duplicate Quote or a Quote created for the wrong patient requires a deletion.

 

 

 

If certain that a quote is no longer needed, delete it using this option.

 

Enter the document (quote) number or use the search tool to find the quote you wish to delete.

 

Click CONTINUE to delete the quote. Click EXIT to close the window.

 

Once a quote has been deleted, a record of the deletion will appear in the delete log.  

 

 

 

If a deposit has been recorded on a quote, and that deposit has not been reconciled through Daily Close 1, then deleting the quote will also automatically delete the deposit entry recorded. If the deposit has been reconciled through Daily Close 1 already, deletion of the quote will not be allowed.