Edit, Archive, or Delete Services
Maintain service records and review their existing use before removal.
Edit a Service
Open Services > All Services, select a service, and update its Details, Pricing, Media, or Settings tab. Select Save.
Review existing invoices, estimates, proposals, and recurring templates separately after changing a service. They may contain copied details.
Archive or Delete
Use the service's row actions to archive or delete it. Review usage before removing a record already used by customer documents. Read the confirmation and resolve any dependency warning before continuing.
Archive services you no longer need in active lists. Use deletion for records you no longer need to retain, such as accidental duplicates.
Check Customer-Facing Use
Open any direct service checkout link that was previously shared after a status change. Confirm the offer is available or unavailable as intended before sending the link again. Check open drafts and recurring templates that still refer to the service.