Inactivate a Client or Matter

To inactivate either a Client or Matter, follow the steps below:

 

Client

  • Click on Clients & Matters under the Clients tab.

 

  • Click on the name of the appropriate Client you wish to inactivate.

 

  • Click on Inactivate from under the Status field.

 

  • Click Save.

 

  • If you have any of the following issues are under this client, a warning message will be displayed:

1\- Unbilled time/expense entries

2\- Unpaid Invoices

3\- Opening balance

4\- Unallocated credits

5\- Trust balances

 

 

Matter

  • Click on Clients & Matters under the Clients tab.

 

  • Click on the name of the appropriate Matter you wish to inactivate.

 

  • Deselect the Active checkbox.

 

  • If you have any of the following issues are under this matter, a warning message will be displayed at the top of the screen:

1\- Unbilled time/expense entries

2\- Unpaid Invoices

3\- Opening balance

4\- Unallocated credits

5\- Trust balances

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