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