It is possible to delete unused customer records if you have created them by mistake or imported them in bulk and wish to delete them all.
Once the customer is used in any transactions or has been assigned to a record, you will no longer be able to delete them.
You are able to create an Advanced Search for the records you wish to delete so that only the unwanted records are displayed for you in the record list.
Note: You can't delete any customers that you've used in any transactions, you can only delete unused customers.
Delete an individual customer
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox for the customer you want to delete.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click Delete on the Action Panel then click Confirm.
Delete multiple customers
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox for the customers you want to delete.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click Delete on the Action Panel then click Confirm.