Why can’t I delete a Client ? I’m getting a big “please correct the following error” message ?

You may be having trouble deleting clients in Invoicera because they are associated with an active project or recurring profile. You will get the following error message :

You will need to go to your list of recurring profiles AND/OR your list of projects and make appropriate changes first.

Recurring profiles need to be STOPPED or DELETED before you can delete a client associated with them.

Projects need to be UNASSIGNED from that client or DELETED before you can delete a client associated with them.

Recurring Profiles can be accessed by going to the “Billing -> Recurring” tab.

Projects can be accessed by going to the “Projects -> Projects” tab

Updated on: 26/07/2024