Delete a debt from the debt schedule

Created by Rocky Webster, Modified on Thu, 11 Apr 2024 at 04:01 PM by Rocky Webster

Deleting a debt item will remove it from all sessions, past, present and future. 


You should only delete a debt item if you entered it in error. 


If you need to remove a debt to show what has been resolved, you can close a debt instead.

 

 

How to delete a debt


1 - Navigate to the debt schedule which contains the debt you wish to delete.


2 - Click on the three dots next to the debt you want to delete.




3 - Click on Delete debt.




4 - Client Voices will present you with a message asking if you're sure you want to delete the debt. If you're sure, click the Delete debt button.





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