Note: Once a customer account is deleted the customer name is completely deleted from the customer listing & history.

Sales > Add/Amend Customers

1. Select the Customer from the drop-down list by clicking on the down arrow to scroll through the list of Customers which is sorted alphabetically.
2. Once selected, a Delete option appears in the bottom left-hand corner of the Add / Amend Customers screen.
3. Click Delete to delete the Customer Account.

Note: If a Customer has transactions linked to its account you will not be allowed to delete the Customer.  You will be prompted if there are transactions linked to the Customer account.

To Delete Customer Account/Historical Transactions

Note: It is not possible to delete a customer account which has historical transactions posted to it.

Should you wish to delete a customer account, and the history of transactions linked to it then each historical transaction must be individually deleted the customer’s name can also be deleted.

Ascertain History of Transactions

To capture a list of all the historical transactions linked to a particular Customer account go to REPORTS> AGED DEBTORS / AGED CUSTOMER LISTING 

1. Enter today's date and prepare the report.
2. Double-click on the Customer in question and a list of the transactions will be available to print.
3. Print this list of transactions, each transaction must now be deleted individually.

Delete the transactions

To delete the individual transactions go to FILE> DAYBOOK & CORRECTIONS

1.  Enter the Start and End date for the first transaction that you wish to delete and click "Ok" to run the report.
2. Locate the transaction on the screen.  Double-click on the entry and type "delete" where indicated to delete the actual transaction.
3. Repeat the process for each transaction that you wish to delete.
4. Run the Daybook and Corrections report for each transaction date and delete each transaction in the same manner.

Delete Customer

 Once the history of transactions has been deleted the Customer Account can now be deleted. Go to SALES>  ADD / AMEND CUSTOMERS:

1. Select the Customer Account.
2. Once selected, a Delete option appears in the bottom left corner of the Add/Amend Customer screen.
3. Simply click Delete
4. All traces of the Customer have been deleted.