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If a customer has any of the following, it cannot be deleted:
Existing transactions
Any linked Storage records
Any Rates
Any linked Jobs/Removals
Any linked Invoices
Any Contact History
Any Linked Costing Options.
If you are unable to delete a Customer and simply want to remove a Customer from the Customer Lookup, you can simply change the Status to Closed.
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In the main menu navigate to Customers > Customer Management. Existing Customers are displayed in alphabetical order.
To find the required Customer use the search boxes to filter the Customer records. See Searching for Customers for further details.
Select the Customer and navigate to the Customer Details tab.
Click Delete in the Smart Panel.
Click Yes in the pop-up window to confirm the deletion.