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How to Undelete Client, Session, Invoice, Etc.
OverviewThis tutorial provides the steps to undelete a client, session/event/appointment, invoice, payment, project, task, or bookkeeping ledger entry How to Open the LogbookTo undelete a resource the logbook must first be open. Below are the steps to open the logbook. - Go to the Settings component
- Click on the General Settings tab if it isn't already selected
- Click the View Logbook button
- Select the time frame when the resource was deleted
- Click the Load LogBook Entries button
How to Undelete A Client Using Logbook- Open the Logbook following the instructions above
- Edit the logbook entry that records the client being deleted
- Click on the Actions tab
- Click on the Undelete Client button
How to Undelete A Session/Event/Appointment Using 'View Deleted Sessions' Report- Click on Calendar
- Click on the Reports tab
- Click on the View Deleted Sessions button
- Select the timeframe and click on the Load Deleted Sessions button
- Click the Undelete Session button for the desired session
How to Undelete A Session/Event/Appointment Using The Logbook- Open the Logbook following the instructions above
- Edit the logbook entry that records the session/event/appointment being deleted
- Click on the Actions tab
- Click on the Undelete Event button
How to Undelete An Invoice Using The 'View Deleted Invoices' Report- Click on Point of Sale
- Click on the Reports tab
- Click on the View Deleted Invoices button
- Select the timeframe and click on the Load Deleted Invoices button
- Click the Undelete Invoice button for the desired session
How to Undelete An Invoice Using The Logbook- Open the Logbook following the instructions above
- Edit the logbook entry that records the invoice being deleted
- Click on the Actions tab
- Click on the Undelete Invoice button
How to Undelete A Payment- Open the Logbook following the instructions above
- Edit the logbook entry that records the payment being deleted
- Click on the Actions tab
- Click on the Undelete Payment button
How to Undelete A Project- Open the Logbook following the instructions above
- Edit the logbook entry that records the project being deleted
- Click on the Actions tab
- Click on the Undelete Project button
How to Undelete A Task- Open the Logbook following the instructions above
- Edit the logbook entry that records the task being deleted
- Click on the Actions tab
- Click on the Undelete Project button
How to Undelete A Ledger Entry- Open the Logbook following the instructions above
- Edit the logbook entry that records the ledger entry being deleted
- Click on the Actions tab
- Click on the Undelete Ledger Entry button
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