Setup

Delete a client

If you have appropriate permissions, you can delete clients from Onvio or set them as inactive.

Before you start

You can't delete clients if they are attached to other information, such as time and billing entries. In that case, we recommend you set the client as inactive.
An inactive client can't be assigned to future projects, tasks, or bills.

Set client as inactive

  1. Go to Setup, then Clients.
  2. Choose the client, then select Edit .
  3. On the General tab, scroll to the bottom and select
    Inactive
    .
  4. Save your changes.

Delete a client

  1. Go to Setup, then Clients.
  2. Tick the checkbox next to each client you want to delete.
  3. Select Delete from the toolbar, then select Delete.

This article applies to:

  • Product: Onvio
  • Audiences: Staff