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Housekeeping

🧹 Housekeeping

The Housekeeping feature in iTextPRO offers a powerful tool to reset Master Billing Data in a single action. This option is intended for administrative use in situations where a fresh setup or cleanup of billing data is required.

⚠️ Important Note: Once deleted, data cannot be restored. Use this feature with extreme caution.

🛠️ How to Use Housekeeping

  1. Navigate to the Housekeeping section.
  2. You will see a list of Master Billing Data tables with toggle switches labeled Yes/No next to each.
  3. To reset data from a specific table, switch the toggle to Yes.
  4. After selecting the necessary tables, click the Reset button.

⚠️ Master Data Alert

Upon clicking the Reset button:

  • iTextPRO displays a Master Data Alert popup.
  • You will be prompted with an option to take a backup of your data before proceeding.
  • After confirmation, iTextPRO will permanently delete the selected billing data.

💾 It is strongly recommended to back up your data before using this feature.

💡 When to Use Housekeeping

  • When setting up a fresh billing environment.
  • During major data cleanup or test data removal.
  • After performing system migrations or environment resets.

Housekeeping is a rarely used but critical feature in iTextPRO for system maintenance and data hygiene. Always proceed carefully and ensure that you have appropriate backups in place before executing a reset.