Delete Clients

 Delete Clients in Bulk (With Cancelled Invoice)

1. On the Home page, select the Clients option under Quick Actions.
2. On the Client Listing page, click the checkbox at the top left (next to Name) to select all clients.
3. Click the ‘Action’ option in the top-right corner and select ‘Delete.’
4. To confirm the deletion, type ‘DELETE.’

Delete Clients in Bulk (With Invoice)

1. To delete the client you need to delete all invoices against that client and there are two types of invoices:-

         a) Item invoice which is shown under the client details page > invoice tab

         b) Subscription invoice which is shown under the client details page > plan tab

2. To delete the client do the below steps:

• For any past, current, or upcoming subscriptions that have been paid for, delete the transaction and cancel the subscription without incurring any cancellation charges.

• For unpaid past, current, and upcoming subscriptions: cancel the subscription without any cancellation charges. After canceling all of that client’s subscriptions, you can delete the client.