How to delete a case and client

Modified on Wed, 04 Jan 2023 at 12:29 PM

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.  Entries may be deleted one by one or all in one click ( Classic UI -> under More.. button located above the list of time/expense entries,   New UI ->Three Dot button on the upper right corner after selecting the case being deleted).

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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