To Delete a Billing

1. In the left navigation pane, click Client Management or Portfolio Management.

2. In the left-hand column, click Billing. The Billing grid opens.

3. Select the billing you want to delete by checking the box to the left of the client name/item type.

4. From the Action menu, click Delete. A message appears asking you to confirm that you want to delete the billing. Click OK.

5. The Billings grid refreshes, and the billing is deleted.

Tip: You can delete multiple billings at once.