Questions answered in this article:

  • How do I delete an existing contract?


Important Note: When removing a contract from shared contracts, it will only be removed for the selected client. However, if the contract is only linked to that one client, it will be deleted entirely.


  1. Access the Contract under the Client's Finance tab.


  1. Select the contract you want to delete and then click the 3 dots button. From the list menu, choose Remove.



  1. Click the OK button to proceed.



  1. The system will prompt the user of the successful removal of the contract.