In this article, we will explain you more about how you can edit and delete a client (Customer | Supplier)
iOS
- Tap on located at top left corner to open the side menu.
- Tap on Clients.
- To edit details of a Customer or Supplier just tap on that specific Customer or Supplier.
- An Options dialog will open in that tap on Edit. if you want to delete that client tap on Delete.
- Edit Client’s (Customer | Supplier) details.
- Tap on Save.
- To delete the client swipe left on the client and tap on Delete.
- For Deleting multiple clients first tap on button available at top right corner.
- Select clients that you want to delete and then tap on Delete (2) .
You cannot Delete a client (Customer | Supplier) which is already assigned to an Invoices / Estimates / Purchase Orders / Credit Notes. In order to delete that client you need to delete all his associated Invoices / Estimates / Purchase Orders / Credit Notes.
Android
- Tap on located at top left corner to open the side menu.
- Tap on Clients.
- To edit details of a Customer or Supplier just tap on that specific Customer or Supplier.
- An Options dialog will open in that tap on Edit for editing client’s details. Tap on Delete for deleting that client.
- For deleting multiple clients long press on a client (Customer | Supplier) that you want to delete. You will see that a icon button will appear at the top right corner.
- Now you can select multiple clients (Customers | Suppliers) for deletion if you want.
- After selecting tap on for deleting the selected client / clients.
- Selected client / clients will get deleted.
You cannot Delete a client (Customer | Supplier) which is already assigned to an Invoice/Estimate/Purchase Order. In order to delete that client you need to delete all his associated Invoice/Estimate/Purchase Order.
Web and Mac
- Click on Clients.
- Click on All Clients.
- Click on the icon button of specific client that you want to edit.
- Click on Edit option.
- Edit or change the details of the client (Customer | Supplier).
- Click on Save.
- Select a client or multiple clients that you want to delete.
- Click on Delete button appearing at the top after you select a Client / Clients.