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NEW Connect to DBS IDEAL direct bank feeds Click here

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Replying to:
RaymondJayO
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Hello there, @bobkardell

 

As AlcaeusF mentioned above, it seems that your client is part of your Wholesale Billing subscription. That's why you have no delete option on your end. 

 

As an alternative, you can make the duplicate client inactive. This ensures it won't appear on your client list. Let me guide you how. 

  1. Go to Clients from the left menu.
  2. Locate the duplicate client on the list. 
  3. Select the Edit client drop-down menu from the Actions column. 
  4. Click Make inactive.
  5. Choose Yes to confirm.

 

The screenshot below shows you the first four steps. For more information, go through this article: Remove or Delete Clients. You'll also find steps on how to view your inactive clients and make them active. 

MakeClientInactive.PNG

 

I'd suggest visiting this website: Manage Clients with Wholesale and Direct Billing. In this link, you'll learn more about adding, removing, and transferring clients in and out of wholesale billing. 

 

I'll be right here to help if there's anything else you need. Have a great day, @bobkardell

 

Take care always, 

 

Raymond