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 [icon name=”trash” class=”” unprefixed_class=””] Delete.
- Edit Client’s (Customer | Supplier) details.
- Tap on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
- To delete the client swipe left on the client and tap on Delete.
- For Deleting multiple clients first tap on [icon name=”trash” class=”” unprefixed_class=””] 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 [icon name=”trash” class=”” unprefixed_class=””] 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 name=”trash” class=”” unprefixed_class=””] 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 [icon name=”trash” class=”” unprefixed_class=””] 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 [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
- Select a client or multiple clients that you want to delete.
- Click on [icon name=”trash” class=”” unprefixed_class=””] Delete button appearing at the top after you select a Client / Clients.
