Deleting a client deletes payments

wrongecho

Not quite sure if this is a bug or working as intended…

Deleting a client deletes all associated financial data, the delete prompt says as much. However, it probably shouldn't.

Say your account has £0 to start. You invoice a client for £200 and now have £200 balance. You then expense £200 to pay yourself. The client leaves, so you delete them from ITFlow. All associated records (including payments) are now deleted and the account shows negative £200 because their payments were wiped also.

We should probably fix this…? Thoughts?

JosephWithCOR

At the end of the year you still have to account for the funds received, so the payments should remain. Depending on the jurisdiction, the funds received may have to be tied back to a (now) non-existent client.

Alan

Some jurisdictions require records are kept for 7 years (for example), to show invoices, payments etc, so yeah, removing that would have accounting sending a lynch mob after you…

johnny

Hey @wrongecho This is why deletes can be so destructive. Technically a client should never be deleted but archived. There is so much client linkage in SQL, maybe we should remove the delete function for clients for now.