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Nov 25, 2019 2:10 PM UTC
Question

How do i delete 8 of my 10 unused placeholders with immediate effect

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1 reply

Nov 25, 2019 3:39 PM UTC

Hi miriam3

 

If you would like to delete/remove from your wholesale billing account the unused placeholder accounts select the cog/gear icon in the top right hand corner of your accountant profile > your account > select the drop down menu to the right hand side of select action > transfer billing to client > on your client list select the drop down menu to the right of edit client > make inactive