Deleting a Client

 

Caution: This process can only be reversed by restoring from a backup. If you delete a client, certain billing and productivity information for the client will be lost.

Caution: Deleted clients are not available for conflict of interest checking.

As a general rule of thumb, we recommend marking clients as inactive as opposed to deleting them. Deleting a client deletes ALL information for that client, including all unbilled transactions and accounts receivable balances. Furthermore, conflict of interest checking is not available for deleted client information. For these reasons, we recommend 1) not deleting clients; or 2) waiting until the end of the year to delete clients so as not to affect year-to-date totals and comparisons.

See also:

Notes About Deleting Clients

   To delete an existing client from the Client Information window

1. In the Quick Launch, search for and select “Client Information.”
2. Click the button and select the desired client.
3. Click on the toolbar to delete the client. You will be asked to confirm that you want to delete the client.

After confirming that you want to delete the client, a warning may be displayed indicating Tabs3 Billing has found: 1) work-in-process; 2) billing and productivity; 3) client funds information; or 4) split billing information for a split billing main client. Tabs3 Billing will not prevent you from continuing with the deletion of the client, but advises you to be aware that specified information will also be deleted if the client is deleted.

Notes About Deleting a Client

You may want to print the client information before deleting the client.

• Reports - Any report that lists its information by client will no longer include information for that client.
• Split Billing - You can delete a client that is a split billing main client provided that the client you are trying to delete is not also designated as a split billing matter. Before a split matter can be deleted, they must be deleted from the main client's split billing table.
• Pre-Bill Tracking - When a client is deleted, Pre-Bill Tracking information for that client is deleted.
• Archived transactions are also deleted when a client is deleted.
• Conflict of Interest - Deleted clients are not available for conflict of interest checking.
• Access Rights - In order to delete a client, your User ID must be configured with access rights to delete clients.
• Rate Tables - You cannot delete a client whose fee rate table or cost rate table is specified as a shared rate table for other clients. To determine which clients use that client as a shared rate table, display a Client Rate Report for all clients. Then, use the Search feature to search for the Client ID you want to delete. You will find the text "Shared table with ...." for the clients that share the rate table of the client you want to delete. Edit those clients' rate tables so that the rate table of the client you want to delete is no longer shared.
• Fee Compensation Rules Tables - You cannot delete a client whose fee compensation rules table is specified as a shared table for other clients. To determine which clients use that client as a shared table, display a Fee Compensation Rules Report for all clients. Then, use the Search feature to search for the Client ID you want to delete. You will find the text "Shared table with ..." for the clients that share the table of the client you want to delete. Edit those clients' tables so that the table of the client you want to delete is no longer shared.
• Verification Lists - When a client is deleted, the deletion of its associated unbilled transactions is not recorded on any of the transaction verification lists.
• Credit Card Payments - Credit card transactions linked to Tabs3 Pay^®, LawPay^®, or LexCharge^® will not be automatically reversed when they are deleted with the client. If you need to reverse any Tabs3 Pay, LawPay, or LexCharge transactions, you will need to do so by deleting or reversing them in Tabs3 Billing prior to deleting the client, or manually via the Tabs3 Pay, LawPay, or LexCharge website after deleting the client.
• PracticeMaster - Deleting a client in Tabs3 Billing will delete the client in PracticeMaster and all records associated with that client.
• GL Integration - Clients with work-in-process payments or cost transactions cannot be deleted when a work-in-process transaction has GL journal entries associated with it. The work-in-process transactions must be deleted before the client can be deleted.
  
  Clients with archived payment or cost transactions that have associated GL journal entries can be deleted; however, the GL journal entries are not affected.
• Trust - Clients with trust accounts in Trust cannot be deleted.
• QuickBooks - Deleting a client in Tabs3 Billing does not affect the corresponding customer record in QuickBooks.

 

See also:	Delete a Range of Clients
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