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How to Remove an Invoice Reference on Client Card

  • Updated

To remove an invoice reference on the Client Card, head over to the Client Card, Details-view, under the Payer section. 

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To remove the Invoice Reference, click on the 'X'-icon (1.png) that is on the far right of the field. 

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Once you have removed an invoice reference, it will appear as below.

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Note:

1. Ensure that you are either a Client Manager, a user with 'Assistant'-role, or 'Administrator'-rights to be able to remove an Invoice Reference.