Reason Codes

Reason Codes are predefined labels your team can select when performing certain actions — such as cancelling a quotation or invoice. They provide structured data for reporting and auditing.

Accessing Reason Codes

Go to Settings → Reason Codes.

Settings

At the top of the page, two toggles control when a reason code is required:

Setting	Description
Adding a reason code for quotation cancellation is required	Team members must select a reason code when cancelling a quotation
Adding a reason code for invoice cancellation is required	Team members must select a reason code when cancelling an invoice

Reason Codes Table

Column	Description
Name	Reason code label
Description	Optional explanation
Active	Whether the code appears in dropdowns
Actions	Edit or delete

Creating a Reason Code

1. Click + Add Reason Code
2. Enter:
   • Reason Code — the label shown in dropdowns (e.g. Customer Not Home, Parts Unavailable)
   • Description — optional explanation
   • Active — toggle on to make it available immediately
3. Click Save

Enabling or Disabling a Reason Code

Toggle the Active switch on a reason code row to show or hide it from dropdowns without deleting it.

Editing or Deleting Reason Codes

Click on a reason code row to edit it. Click the delete icon to remove it. Deleting a reason code does not affect historical records that used it.