This article will provide users with a step-by-step guide on how to delete an existing contract. 

Questions answered in this article:

  • How do I delete an existing contract?

To delete an existing contract

Important Note: When removing a contract from shared contracts, it will be exclusively removed from the chosen client. However, if this contract is solely associated with one client, it will be deleted entirely.

  1. Access the Contract section of the Client's Finance tab.

  1. Select the contract you want to delete and then click the vertical ellipsis 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.