BILLmanager 5 Documentation

How to delete client's data

According to Chapter 5 GDPR (General Data Protection Regulation), the billing system allows the service provider to inform his payers that he uses their personal data in BILLmanager. To enable the function, navigate to Provider → Global settings → Payers → check the Send new payer notification box. 

Chapter 5 GDPR states that personal data must be handled within a period required for data collection. If the user has payments, expenses, and active services, the system won’t delete his account but you can clear all his private information without deleting the account:  

  • if the data are mandatory they will be depersonalized. E.g. the email will be changed into "email@example.com", the client's full name into "gdpr_deactivated";
  • if the data are not mandatory they will be deleted;
  • users of the selected client will be disabled and unsubscribed from notifications.
Note:
Client's payers and their data are not deleted. 

To delete the data:

  1. Go to Integrations → Modules
  2. Enable the option Clear client data according to GDPR
  3. Go to ClientsClients
  4. Select the client and click on Clear data