Delete a Customer

It is only possible to delete customers that meet a specific set of requirements.

If a customer has any of the following, it cannot be deleted: 

• Existing transactions

• An outstanding balance

• 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.

If you have verified that a customer does not have any of these items, you can proceed with the deletion process via the following instructions. 

How to Delete a Customer: 

1. In the main menu navigate to Customers > Customer Management. Existing Customers are displayed in alphabetical order.

2. To find the required Customer use the search boxes to filter the Customer records. See Searching for Customers for further details.

3. Select the Customer and navigate to the Customer Details tab.

4. Click Delete in the Smart Panel.

5. Click Yes in the pop-up window to confirm the deletion.