{"id":151077,"date":"2026-10-11T19:01:51","date_gmt":"2026-10-11T19:01:51","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%ad%d8%b0%d9%81-%d9%85%d8%ac%d9%85%d9%88%d8%b9%d8%a9-%d9%85%d9%86-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2026-10-19T11:03:06","modified_gmt":"2026-10-19T11:03:06","slug":"deleting-a-group-of-clients","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/deleting-a-group-of-clients\/","title":{"rendered":"Deleting a group of clients"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<div style=\"background: #f6f8fb; border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px; font-size: 15px; line-height: 1.8;\">\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Module<\/span><span style=\"color: #1f2430;\">Clients<\/span><\/div>\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Screen<\/span><span style=\"color: #1f2430;\">Clients list<\/span><\/div>\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Required apps<\/span><span style=\"color: #1f2430;\">Clients<\/span><\/div>\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Required permissions<\/span><span style=\"color: #1f2430;\">Edit &amp; Delete All Clients, or Edit &amp; Delete His Clients<\/span><\/div>\n<\/div>\n<div style=\"border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px;\">\n<p style=\"margin: 0 0 6px; font-weight: bold; color: #111827;\">Contents<\/p>\n<ol style=\"margin: 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#intro\"><strong style=\"color: #1a56db;\">Overview<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#pre\"><strong style=\"color: #1a56db;\">Before you start<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#open\"><strong style=\"color: #1a56db;\">How to access<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#steps\"><strong style=\"color: #1a56db;\">Steps<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#fields\"><strong style=\"color: #1a56db;\">The deletion progress screen<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#errors\"><strong style=\"color: #1a56db;\">Error messages and solutions<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#cases\"><strong style=\"color: #1a56db;\">Cases that affect deletion<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#suspend\"><strong style=\"color: #1a56db;\">Alternative: suspending clients<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#effect\"><strong style=\"color: #1a56db;\">Effect on the system<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#tips\"><strong style=\"color: #1a56db;\">Important notes<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#faq\"><strong style=\"color: #1a56db;\">FAQ<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n<h2 id=\"intro\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Overview<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The system lets you delete several clients at once from the clients list using bulk actions, instead of deleting each client separately. The system deletes each client independently: it deletes the clients that can be deleted and tells you why the rest couldn&#8217;t be. This article explains the bulk delete steps, its conditions, and what happens afterwards.<\/p>\n<h2 id=\"pre\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Before you start<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You need the <strong style=\"color: #111827;\">Edit &amp; Delete All Clients<\/strong> permission, or the <strong style=\"color: #111827;\">Edit &amp; Delete His Clients<\/strong> permission to delete only the clients you added.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Deleting is <strong style=\"color: #111827;\">permanent<\/strong>, and a client can&#8217;t be recovered after deletion.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The clients must have no transactions in the system, such as invoices or payments; clients with transactions can&#8217;t be deleted. See <a style=\"color: #1a56db;\" href=\"#cases\"><strong style=\"color: #1a56db;\">Cases that affect deletion<\/strong><\/a>.<\/li>\n<\/ul>\n<h2 id=\"open\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How to access<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the main menu: <strong style=\"color: #111827;\">Clients<\/strong>, then <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/clients\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Manage Clients<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Directly from the link: <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/clients\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Clients list<\/strong><\/a>.<\/li>\n<\/ul>\n<h2 id=\"steps\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/clients\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">clients list<\/strong><\/a>. Use search or the filters if you want to delete a specific group, such as clients in a certain category.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Select the clients to delete using the checkbox next to each one, or select all to select every client shown by the current filters.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the bulk actions menu above the list, choose <strong style=\"color: #111827;\">Delete<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The confirmation message <strong style=\"color: #111827;\">Do you want to continue with this action?<\/strong> appears. Click ok.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The deletion progress page opens, and the system deletes each client separately. Wait until it finishes, then review the result.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Close<\/strong> to return to the clients list.<\/li>\n<\/ol>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Warning:<\/strong> When you select all, the deletion applies to every client that matches the current filters, not just the visible page. Check the filters before confirming.<\/p>\n<\/div>\n<h2 id=\"fields\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">The deletion progress screen<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Item<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Description<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">The counter<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The number of clients processed out of the total selected.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Successful<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The number of clients deleted.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Failed<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The number of clients that couldn&#8217;t be deleted.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Each client&#8217;s status<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Shows <strong style=\"color: #111827;\">In Progress<\/strong> during deletion, then a success mark with a &#8220;client deleted&#8221; message, or a failure mark with the reason.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">The final message<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Deleting was completed successfully<\/strong> if all were deleted, <strong style=\"color: #111827;\">Deleting completed with failed items<\/strong> if some couldn&#8217;t be deleted, or <strong style=\"color: #111827;\">Deleting failed<\/strong> if no client was deleted.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"errors\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Error messages and solutions<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Message shown next to the client<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Cause<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Solution<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You can&#8217;t delete this account as it has invoices<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client has invoices, estimates, credit or debit notes, or returns.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete the client&#8217;s documents from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/invoices\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Invoices<\/strong><\/a> first, or suspend the client instead of deleting them.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You can&#8217;t delete this account as it has deleted invoices<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client has invoices in the trash.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete the invoices permanently from the trash.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You can&#8217;t delete this account as it has payments<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client has recorded payments.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete their payments from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/invoice_payments\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Clients Payments<\/strong><\/a> first.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Could not delete the client, Please check that you have deleted all client transactions first.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client&#8217;s account has journal entries, such as an opening balance or manual entries.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete the entries on the client&#8217;s account first.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You cannot delete the client as there&#8217;s related installment agreement<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client has an installment agreement.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete the installment agreement first.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You cannot delete the client as there&#8217;s a related reservation order<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client has a reservation order.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete the reservation order first.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You cannot delete the client as there&#8217;s a related Manufacturing Order<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client has a manufacturing order.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete the manufacturing order first.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You cannot delete the client already has a membership or credit charge in the system<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client has a membership or a credit charge.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete the membership or credit charge first.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You cannot delete the Client as he already has an Attendance Log<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client has an attendance log.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete the attendance logs first.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You are not allowed to edit this client<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You don&#8217;t have permission to delete this client.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Ask the account manager for the permission in <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Roles<\/strong><\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"cases\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Cases that affect deletion<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Clients that can&#8217;t be deleted<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">To keep the accounts and reports correct, the system doesn&#8217;t delete a client who has linked transactions, including: invoices, estimates, notes and returns; payments; journal entries on their account; installment agreements; reservation and manufacturing orders; memberships and credit charges; and attendance logs. Deletion continues for the remaining clients and doesn&#8217;t stop because of them.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Permissions<\/h3>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Permission<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">What can be deleted<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Edit &amp; Delete All Clients<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Any client.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Edit &amp; Delete His Clients<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Only the clients you added.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Account owner<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Any client.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"suspend\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Alternative: suspending clients<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If the clients have transactions you don&#8217;t want to delete, or you want to hide them while keeping their data, suspend them instead:<\/p>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Select the clients in the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/clients\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">clients list<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the bulk actions, choose <strong style=\"color: #111827;\">Suspend<\/strong>.<\/li>\n<\/ol>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The client and all their transactions stay in the system, but they can&#8217;t sign in to the client portal. You can reactivate them at any time with <strong style=\"color: #111827;\">Unsuspend<\/strong>. Suspending requires the <strong style=\"color: #111827;\">Edit &amp; Delete All Clients<\/strong> permission.<\/p>\n<h2 id=\"effect\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Effect on the system<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Client data<\/strong>: the client is deleted permanently and doesn&#8217;t appear in the trash.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Linked data<\/strong>: the client&#8217;s notes and their attachments, appointments, reminders and staff assignments are deleted.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Accounting<\/strong>: the client&#8217;s sub-account is deleted from the chart of accounts, since it has no transactions.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Activity log<\/strong>: the deletion is recorded in the system activity log.<\/li>\n<\/ul>\n<h2 id=\"tips\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Important notes<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Before a bulk delete, export the clients&#8217; data or take a backup, because deletion can&#8217;t be undone.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Use the filters to select clients precisely before choosing select all.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If most of the clients have transactions, suspending is more suitable than deleting.<\/li>\n<\/ul>\n<h2 id=\"faq\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">FAQ<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Can I recover clients after deleting them?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">No. Deleting clients is permanent, and they don&#8217;t go to the trash.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why were some clients deleted and others not?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The clients that weren&#8217;t deleted have transactions in the system. You&#8217;ll find each client&#8217;s reason next to them on the deletion progress page. See <a style=\"color: #1a56db;\" href=\"#errors\"><strong style=\"color: #1a56db;\">Error messages and solutions<\/strong><\/a>.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why don&#8217;t I see the Delete option in the bulk actions?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because you don&#8217;t have permission to delete clients. Ask the account manager for it.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">I want to hide clients who have invoices without deleting their invoices. What should I do?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Use <a style=\"color: #1a56db;\" href=\"#suspend\"><strong style=\"color: #1a56db;\">suspending clients<\/strong><\/a> instead of deleting.<\/p>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2130,2133,2126,2131],"tags":[23083,23748,23754,23753,11597,23751,23752,23749,23747,23746,23726,23736,23732,23744,23745,23735,23750,23743,23723,23740,23742,23741,23739],"class_list":["post-151077","tutorial","type-tutorial","status-publish","hentry","category-clients-management","category-client-operations","category-clients","category-manage-clients","tag-bulk-actions-en","tag-bulk-client-deletion","tag-cannot-delete-client-en","tag-client-list","tag-client-management","tag-client-with-invoices","tag-client-with-payments","tag-delete-a-group-of-clients","tag-delete-clients","tag-delete-multiple-clients","tag-deleted-with-some-items-that-failed-to-delete","tag-deletion-failed","tag-deletion-monitoring-screen","tag-edit-and-delete-all-clients","tag-edit-and-delete-own-clients","tag-failed","tag-permanently-delete-a-client","tag-restore-deleted-clients","tag-select-all","tag-successful","tag-suspend-clients","tag-unblock-clients","tag-you-cannot-delete-this-account-because-it-contains-invoices"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Deleting a group of clients - 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\/tutorial\/deleting-a-group-of-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Deleting a group of clients - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"ModuleClients ScreenClients list Required appsClients Required permissionsEdit &amp; 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