Terminate Client
This guide provides a step-by-step process on how to remove a client who is no longer a client of the firm.
Smart Kx
|
7 steps
|
19 seconds
Smartkx
1
Navigate to [https://app.smartkx.io/#](https://app.smartkx.io/#)
2
Click "Clients"
3
Navigate to the client who is leaving.
alert ordinal icon
Note: Before a contract be terminated, all invoices need to be marked "paid."
4
Click "Contracts"
5
Click the active contract Id number
6
Click "Terminate"
7
Click "Terminate"