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November 25, 2019
Question

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

  • November 25, 2019
  • 1 reply
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1 reply

November 25, 2019

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