Delete a customer account

You can delete customer accounts, for example if the customer account is no longer used or if you created the account by mistake.

You cannot delete an account if there are still transactions posted to the account.

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.
• Completed all projects linked to the customer account.

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.

• The account is removed from the Sales Ledger.
• The account code is available for reuse.

You must:

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