Why can't I delete an appointment?

If you have raised an invoice for an appt and marked it as paid you will not be able to delete the appointment from the diary.

We do this for your protection so that your diary matches the information on the associated invoice. If we didn't do this HMRC would likely to take a dim view of your record keeping.

Example: HMRC audit your invoices and do a simple x-check between the appointments listed on one of your invoice and your diary. A discrepancy between what's on the invoice and your diary will give cause for concern at the very least and may prolong your audit - not something you want, rest assured!

When you click on an appointment in the diary a window will open where you can edit/update the details of the appointment, see below.

As a result of this safeguard, the edit appointment panel will look like this and you won't see a delete icon:

Image_2018-11-16_at_10.24.30_am.png

The invoice icon at the top right of the appointment panel will be green if the associated invoice has been paid. 

Related Article
Why am I unable to change the status/time of an appointment?

 

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