{"id":138589,"date":"2026-06-15T09:51:11","date_gmt":"2026-06-15T09:51:11","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d9%83%d9%8a%d9%81-%d9%8a%d9%85%d9%83%d9%86%d9%86%d9%8a-%d8%aa%d8%ad%d8%af%d9%8a%d8%af-%d9%85%d8%ac%d9%85%d9%88%d8%b9%d8%a9-%d9%85%d8%b9%d8%a7%d9%85%d9%84%d8%a7%d8%aa-%d8%a7%d9%84%d8%b1%d8%b5%d9%8a\/"},"modified":"2026-06-15T11:53:52","modified_gmt":"2026-06-15T11:53:52","slug":"how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions\/","title":{"rendered":"How can I select and delete a group of clients&#8217; opening balance transactions?"},"content":{"rendered":"<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Go to <strong>Sales<\/strong> \u2192 <strong>Client Payments<\/strong>.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From the <strong>Payment Method<\/strong> filter, select <strong>&#8220;Opening Balance&#8221;<\/strong> and click <strong>Search<\/strong>.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Select the required records by checking the checkbox next to each record, or click the checkbox in the table header to select all visible records at once.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Click <strong>Delete<\/strong> in the bulk actions bar.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Confirm the deletion.<\/li>\n<\/ul>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Note:<\/strong> Deleting an opening balance transaction automatically deletes the associated journal entry and resets the client&#8217;s balance to zero, making the client eligible for deletion from the system if they have no other transactions.<\/p>\n","protected":false},"author":17,"template":"","categories":[2149,2036,2156],"tags":[],"class_list":["post-138589","faq","type-faq","status-publish","hentry","category-invoices-and-estimates","category-sales","category-sales-client-payments"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How can I select and delete a group of clients&#039; opening balance transactions? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I select and delete a group of clients&#039; opening balance transactions? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Go to Sales \u2192 Client Payments. From the Payment Method filter, select &#8220;Opening Balance&#8221; and click Search. Select the required records by checking the checkbox next to each record, or click the checkbox in the table header to select all visible records at once. Click Delete in the bulk actions bar. Confirm the deletion. Note: [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-15T11:53:52+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions\/\",\"name\":\"How can I select and delete a group of clients' opening balance transactions? - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2026-06-15T09:51:11+00:00\",\"dateModified\":\"2026-06-15T11:53:52+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How can I select and delete a group of clients&#8217; opening balance transactions?\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How can I select and delete a group of clients' opening balance transactions? - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-select-and-delete-a-group-of-clients-opening-balance-transactions\/","og_locale":"en_US","og_type":"article","og_title":"How can I select and delete a group of clients' opening balance transactions? - Daftra Knowledge Base","og_description":"Go to Sales \u2192 Client Payments. From the Payment Method filter, select &#8220;Opening Balance&#8221; and click Search. Select the required records by checking the checkbox next to each record, or click the checkbox in the table header to select all visible records at once. Click Delete in the bulk actions bar. Confirm the deletion. 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