Modified on: Sat, 27 Aug, 2016 at 11:39 AM
1. Delete all payments under the Payments tab of the case being deleted.
2. Delete all invoices of the case
3. Delete all time/expense entries. These entries need to be deleted one by one.
4. Under the Edit Case tab, scroll down to find Delete Case button.
To delete a client, follow points 1-4 above for every case of the client being deleted. Then click on the Trust Transactions tab of the client. Delete all trust transactions. Then under the View Client/Edit tab, click on the Delete Client button. Refresh screen.
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