Delete a client
If you have permissions, you can delete clients from Onvio or set them as inactive.
Before you begin
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
- Go toSetup, thenClients.
- Select the client, then selectEdit.
- Scroll to the end of theGeneraltab and selectInactive.
- Save your changes.
Delete a client
- Go toSetup, thenClients.
- Mark the checkbox next to each client you want to delete.
- SelectDeletefrom the toolbar, then selectDelete.
