Delete Clients

Delete Clients in Bulk (with Cancelled Invoice)

1. Navigate to Clients:
   • On the Home page, go to Quick Actions > Clients.
2. Select Clients:
   • On the Client Listing page, check the box at the top-left (next to “Name”) to select all clients you wish to delete.
3. Bulk Delete:
   • Click the ‘Action’ button in the top-right corner.
   • Select ‘Delete’ from the dropdown.
   • Confirm the deletion by typing DELETE when prompted.

🔁 Delete Clients in Bulk (with Invoices)

Before deleting a client with invoices, you must remove all associated invoices, which are of two types:

Types of Invoices:

• a) Item Invoices – Found under the client’s Invoice tab.
• b) Subscription Invoices – Found under the client’s Plan tab.

Steps to Follow:

1. Cancel and Delete Paid Subscriptions:
   • For paid past/current/upcoming subscriptions:
     • Delete the transaction.
     • Cancel the subscription, ensuring no cancellation charges are applied.
2. Cancel Unpaid Subscriptions:
   • For unpaid subscriptions (past, current, or future):
     • Simply cancel the subscription with no cancellation charges.
3. Delete the Client:
   • Once all invoices (item + subscription) are deleted or canceled:
     • Return to the Client Listing page.
     • Select the client(s), click ‘Action > Delete’, and confirm by typing DELETE.