BillFin only allows manually deleting clients or accounts right now.  It can’t be done in bulk.  (You can, however, reset or Start Over at onboarding which deletes everything including setup, billing history and fee schedules.)  Use the instructions below to delete.

To Delete A Client (Deletes All of the Client’s Accounts):

Go to the Clients page

Click View Client Details in the pencil menu for a client

This will bring out a slideout window

Click Delete Client in the green banner of the slideout window

Click Yes

To Delete An Account (Deletes All of the Client’s Accounts):

Go to the Clients page

Click View Client Details in the pencil menu for a client

This will bring out a slideout window

In the Accounts section of the slideout window, click the pencil next to the account you want to delete

This brings over a new slideout window

In the top of the green banner, click on Delete

Click Yes