Deleting Client, Case (or Project), User, Note, Invoice, Payment

Deleting Client, Case (or Project), User, Note, Invoice, Payment

In order to delete an object, all associated objects must first be deleted.  For example, if you are deleting a user (the first admin user cannot be deleted), ensure that the user being deleted is not a primary user in any of the cases (click on the click under "Cases (Projects), then click on "Case Details/Edit."  Change primary staff to another staff.  Check all cases.  Then ensure that there are no time/expense entries by this being deleted user/staff. Either delete those entries or edit them to change the staff name.  The system will now let you delete the staff/user.

For deleting a note (time/expense entry),  the note should not have been included in any invoice.  If so, you may delete the invoice, if so desired.  If a payment has been recorded against an invoice, you will need to delete the payment before the system will let the invoice to be deleted.

 

    • Related Articles

    • How to Make Online Invoice Payment Automatically via Client Portal

      CaseFox® offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox®. You may configure an online payment surcharge too if your agreement with your client allows ...

    • User Roles

      CaseFox supports the following user roles, at present. 1. Administrator: Full access. Initial user (entered during the signup) always remains an administrator (but can be changed). Other users may be created and assigned "administrator" role. 2. ...

    • Invoice In Client's Currency

      CaseFox supports generating invoices in a client's currency if the client's currency is different from your firm's standard currency. This feature is useful for firms that cater to clients in foreign countries and if these clients require invoices in ...

    • How To Edit An Invoice

      An invoice can be edited simply by editing corresponding notes (time/expense entries) by going to "Cases (Projects)" -> selecting the case beloging to the invoice. Alternatively, the invoice may be deleted and recreated. After editing one or more ...

    • Deleting Trust Account Entries

      Consider trust transaction listing in CaseFox a replication of the bank transactions in the corresponding bank account. We recommend that you add or withdraw funds from CaseFox trust accounts after you have already made such transactions in the real ...