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
- Select the
-
Select Delete.
If you have posted transactions to the account, the Delete button will not be available. See About deleting an account.
If you can't delete the account, you can hide the account instead.
Hide an account
Open: Sales Ledger > Sales Accounts > Customer Status
Hiding an account removes the account from the
-
To hide an account, select the account and set the Active Status to Hidden.
See Change customer status (hide or put on hold).
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
- Archived and deleted all transactions from the
- Archived and purged all
- 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