The catalog editor includes Active in new estimates and invoice drafts. Turn this off when a product or service should no longer be selected for new documents. Check the company's item identity and SKU before changing a record that teammates regularly use.
An inactive item can remain useful historical context. Its status change does not cancel issued invoices, change their saved prices or reverse revenue. Inspect existing drafts and documents separately when an offer or price has been discontinued.
If an item disappears from a new-document picker, check its status before creating a replacement. A nearly identical new item can split the catalog and make later price review confusing. Use a distinct item only when its business meaning is genuinely different.
When a price or description changes, review the saved terms in each draft rather than assuming every existing document updates automatically. Recurring schedules explicitly retain frozen source terms, so changing a catalog item alone does not revise future scheduled document terms.
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