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Discard a cart you won’t finish

If you started a sale (estimate, order or invoice) and won’t continue it, «Discard cart» deletes it completely: the products, the client and the saved draft. It no longer shows in «Continue» or on your other devices. It can’t be undone and doesn’t touch inventory or saved documents.

Steps

  1. Web On the web: on the sale review screen tap «Discard cart» (bottom, next to «Add»). Confirm: «N product(s) will be removed from this cart. This can’t be undone». The sale closes and the draft is gone.

  2. Web On the web: in Sales or Estimates tap «Continue»; each sale in progress has a trash can on the right. Tap it and confirm to delete it without opening it.

  3. The button only shows on new sales or drafts, never on a saved document (use Void or Delete for those).

  4. App In the app: in the sales wizard cart tap the crossed-out cart icon («Discard cart») and confirm with «Discard». It only shows when you are not editing a saved document.

  5. App In the app: in the «Continue» list each cart has its «Discard cart» button.

  6. The deletion travels with sync: the cart doesn’t come back on your other phone or on the web.

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