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You can delete a customer if they've never been used in a transaction. When you delete a customer, their contact details, along with all the information stored in their record will be removed.

Instead of deleting a customer, you might consider deactivating them instead. This removes them from reports and some selection lists, but will make it easier to recover their information, or activate them again, if needed.


To delete a customer

To delete a customer

  1. Go to the Contacts menu and choose All contacts.
  2. For the Contact type, choose Customer.
  3. Click the name of the customer to open their record. Need help finding a customer?
  4. Click Delete.
  5. Click Delete to the confirmation message.