Why can’t I delete a Client ? I’m getting a big “please correct the following error” message ?
You may be having trouble deleting clients in Invoicera because they are associated with an active project or recurring profile. You will get the following error message:
You will need to go to your list of recurring profiles AND/OR your list of projects and make appropriate changes first.
1) Recurring profiles need to be STOPPED or DELETED before you can delete a client associated with them.
2) Projects need to be UNASSIGNED from that client or DELETED before you can delete a client associated with them.
Recurring Profiles can be accessed by going to the “Billing -> Recurring” tab.
Projects can be accessed by going to the “Projects -> Projects” tab
You will need to go to your list of recurring profiles AND/OR your list of projects and make appropriate changes first.
1) Recurring profiles need to be STOPPED or DELETED before you can delete a client associated with them.
2) Projects need to be UNASSIGNED from that client or DELETED before you can delete a client associated with them.
Recurring Profiles can be accessed by going to the “Billing -> Recurring” tab.
Projects can be accessed by going to the “Projects -> Projects” tab
In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.
Posted by Invoicera Support on 14 December 2015
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