To delete a customer, click Customers in the left menu.

Once the page opens, locate the customer you want to delete and click the checkbox to select their row. You can select multiple rows if you want to delete more than one customer at a time. Above the customer list, there will be an option to Delete the customer.

A popup will confirm you want to delete customer information. Click OK to delete the customer.

Once you have deleted a customer, their record information is still stored in the software. In order to permanently erase their information and free up a customer number for reuse, you will have to complete an additional step. If you deleted a customer by accident, see Manage Deleted Customers below to recover the record.

To permanently erase the information, navigate to the customer main feature page.

Select Cleanup old customers from the Customers menu.

This will permanently erase the customer data for any previously deleted customers. This means these customers can no longer be made active again, or have their information changed.

A popup will ask if you are sure you want to remove all deleted customers from the program. Once you cleanup old customer data, this cannot be undone, you cannot recover the customer information. You also cannot select individual customer records to be deleted permanently, any recently deleted customer record will now be erased when you select this option.

Select ok to permanently erase the customer data.

Manage Deleted Customers #

If you accidentally deleted the wrong customer you can undo the mistake so long as you have not selected to clean up old customers. You can also edit the details of deleted customers in order to correct any mistakes on reports or records.

To do either of these things, click Customers in the left menu.

Select Manage Deleted Customers from the Customers menu.

To reactivate a customer and remove them from the deleted section, click the checkbox to highlight the customer row. You can select multiple rows if you want to do more than one customer at a time. A menu will populate above the deleted customer list, select Undelete.

You also have the option to select Edit for any customer that has been deleted and change customer information just as you can for a regular customer record.