In Truckbase, we prevent the deletion of an order if an invoice or settlement is associated with it. However, if you need to delete an order that has an associated invoice or settlement, you must first ensure that any related invoices or settlements are deleted before the system will allow you to delete the order. Follow these steps to delete an order with an existing invoice or settlement.
Steps to Delete an Order with an Existing Invoice or Settlement
Step 1: Delete the Invoice
Navigate to the Invoices Table
From the side navigation menu, click on Invoices.
Locate the invoice associated with the load you want to delete
Delete the Invoice
Click on the three dots menu next to the invoice
Select Delete from the dropdown menu
Step 2: Delete the Settlement
Navigate to Settlements
From the side navigation menu, click on Settlements
Click on the Paid Settlements tab to view all paid settlements
Identify and Delete the Settlement
Find the settlement associated with the order you want to delete
Click on the three dots menu next to the settlement
Select Delete from the dropdown menu
Step 3: Delete the Order
Navigate to the Orders Table
From the side navigation menu, click on Orders
Locate the order you want to delete
Delete the Order
Click on the three dots menu next to the order
Select Delete from the dropdown menu