Deleting a Client File

How to delete the client file

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the client you wish to delete.
  4. Click on the button labeled “More Actions”.
  5. Select “Delete Client” from the menu.
  6. Click on the “Yes” button when the delete confirmation message appears.
  • Note: Upon deleting a client, the system will delete all of their associated transactions from the account.