Deleting services from plans

You can delete services from plans.

Before you begin

If payments are used, you can only delete a service for which payment is authorized if you first close the service and cancel payment before the first payment is made.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
  3. Click a client name.
    Their Summary View opens.
  4. Click Plan > Plan.
  5. Expand Activities > Services, select Delete from the Actions menu of a service, and click Delete. The service is removed from the plan.