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March 13, 2019
Question

How can I delete 3 in-active clients from our Billing?

  • March 13, 2019
  • 1 reply
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1 reply

March 13, 2019

You've come to the right place, user10945.

 

I've got just the steps that'll help remove your inactive clients from wholesale billing. Let me walk you through the process:

 

How to remove a client from billing

  1. Click the Gear (⚙️) icon.
  2. Select Your Account.
  3. Find the client you wish to remove, then click the Actions drop-down menu.
  4. Choose Transfer billing to client and repeat these steps for the other clients.

For future reference, I'm also including our guide on how to add or remove companies from wholesale billing.

 

That should do it. With these resources, I'm confident that you'll be able to remove your clients in no time!

 

Keep in touch if there's anything else I can help you with. I've always got you covered. Thanks for coming to the Community, wishing you and your business all the best.