Cancel a booking correctly
Use Abandon for a real cancellation, distinguish Delete, and check booking, work-ticket and financial follow-up.
Use Abandon for a real cancellation, distinguish Delete, and check booking, work-ticket and financial follow-up.
Before you start
Bookings Manage. Issued, part-paid or paid invoices can block abandonment; the finance team must resolve the accounting position using authorised workflows. Read-only imported history has restricted controls.
- Confirm the genuine cancellation instruction and identify the exact booking.
- Film a fictional confirmed booking with an issued test work ticket and no blocking invoice; use a separate invoiced example for refusal.
Identify the booking and its commitments
Open the booking and check the reference, customer and travel dates. Review its issued work tickets and any invoice links. Make sure you are cancelling the correct work before you open the Abandon control.
Check the screen for: Booking identity, status, tickets and invoice links.
Understand Abandon and Delete
Abandon marks the booking cancelled but keeps it visible. Delete moves a quote or an already-cancelled booking to the recycle bin. For a live confirmed booking, use Abandon first; Delete is not a shortcut around cancellation.
Check the screen for: Abandon, current status and conditional Delete.
Record the reason and confirm
Open Abandon, enter the required reason and choose Confirm abandon. Read the confirmation: issued work tickets are voided as part of cancellation. Only continue when that is the intended result.
Check the screen for: Reason for abandoning, Confirm abandon and browser confirmation.
If an invoice blocks the action
If DTE says to resolve issued invoices first, stop and refer the booking to finance. Do not delete records to bypass the warning. Cancellation does not by itself refund money or settle the customer’s account.
Check the screen for: Actual issued-invoice refusal and unchanged booking status.
Check the cancellation and tell the right people
On the successful path, confirm the booking is cancelled and the issued tickets are void. Tell the affected drivers and office colleagues through your normal process. Voiding a ticket does not retrieve copies already downloaded or printed.
Check the screen for: Cancelled status and work-ticket void state.
Check it worked
- The booking should remain visible as cancelled, with its reason recorded and issued tickets voided. Any customer-money issue and driver communication must be followed up separately.
Something not quite right?
Why can’t I see this option?
Bookings Manage. Issued, part-paid or paid invoices can block abandonment; the finance team must resolve the accounting position using authorised workflows. Read-only imported history has restricted controls.