Delete a customer account

Find this screen

Open: Sales Ledger > Sales Accounts > Amend Customer

How to

Delete a customer account

Open: Sales Ledger > Sales Accounts > Amend Customer

  1. Select the customer account you want to delete.

  2. Select Delete.

    Note: If you have posted transactions to the account, the Delete button will not be available. See About deleting an account.

Useful info

About deleting an account

If you've entered an account in error, you can delete it as long as transactions have not been posted to the account.

If you have posted transactions to the account, the Delete button will not be available.

You can only delete a customer account when you have:

  • Archived and deleted all transactions from the customer account.
  • Archived and purged all sales orders for the customer.
  • Deleted all invoices (from Invoicing) for the customer.

Note: If the account is a head office account with related branch accounts, only the head office account is removed. You will need to remove branch accounts independently.

Before you begin

You must:

  • Delete the current transactions.
  • Delete the archived transactions.
  • Post and delete all pending transactions.
  • Post all transactions to the Nominal Ledger.
  • Process, archive and delete archived sales orders.