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Apprentice
Posted
I really need to delete multiple clients, and add multiple clients. Can anyone please tell me how to do this in Billings. I'm very new to the program. Thanks.
 
Posts: 3 | Registered: March 02, 2008Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Oscar
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Currently there is no method of deleting or adding multiple clients.

I have added it to our feature requests.

I'm just curious as to why you would like to delete clients from your Billings database?
 
Posts: 508 | Location: Toronto | Registered: February 20, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Because I didn't set it up right in the beginning, when it asked to import clients. Is there a way to do the initial process again? I haven't started using this yet. Thanks.
 
Posts: 3 | Registered: March 02, 2008Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Oscar
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To remove ALL clients from billings and their associated data do the following:

  • exit the Billings application
  • open address book and move the contacts out of the Billings group
  • go to the directory User -> Library -> Application Support -> Billings
  • delete the Database folder (*** please note this will delete the client and ALL their data including current slips and previous invoices)
  • launch Billings



How to add multiple contacts that are in your address book:

  • close Billings
  • launch Address Book
  • move the contacts from the "All" group to the "Billings" group
  • launch Billings
 
Posts: 508 | Location: Toronto | Registered: February 20, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Thank you. I can do it all through that Billings group in AddressBook. Thanks so much.
 
Posts: 3 | Registered: March 02, 2008Reply With QuoteEdit or Delete MessageReport This Post
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