Exclude a customer from calculation in Fincome
Can a client be deleted from Fincome?
It is not possible to directly delete a client from Fincome. However, if you want to no longer see them appear in your analyses (MRR, Revenue Recognition, etc.), you can neutralize their impact by setting the amounts of their invoice lines to zero.
Steps to stop considering a client
Go to the Data → Invoice lines.
Search for the exact name of the client in the search bar.
Select all invoice lines associated with that client.
Click on Edit selection.
Replace the amount excl. tax with 0.
Save your changes.
Once these steps are completed: ➡️ The client will no longer be taken into account in the MRR, the revenue recognition, nor in other revenue-related analyses.
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