Audit History

View the document's audit history in order see the changes that have been made over time.

1. From the Documents screen, click ... Actions >> Audit History.
   
   • The audit History Screen will display.
     

Clone

Clone a document to create a copy of an existing estimate, RO, or Invoice. You may choose to carry over customer, vehicle and line items to the new Document.

1. From the Documents screen, click ... Actions >> Clone.
   
2. Select the items you want include on your cloned document >> click Clone.
   

Void

Only documents in Draft status can be deleted. All other document types are permanent and can only be voided.

1. From the Documents screen, click ... Actions >> Delete / Void.

   

2. Click Void on the confirmation popup.