Delete customer

Remove outdated or erroneous customer profiles safely—either by disabling (soft delete) to preserve history or permanently deleting (hard delete) when no transactions exist.

Prerequisites

• The customer exists under Selling > Customer > Customer List

1.0 Option A: Disable (Soft Delete)

1. Navigate to Selling > Customer > Customer List

2. Click the customer’s Name to open their profile

3. Click Actions > Disable (or check Disabled if on the form)

4. Click Save

Result: Customer remains in the database (for historical reports) but cannot be selected in new transactions.

1.1 Option B: Delete Permanently (Hard Delete)

You can only delete customers with no linked transactions (sales orders, invoices, payments).

1. Ensure the customer has no submitted Sales Orders, Invoices, or Payment Entries

2. Open Selling > Customer > Customer List

3. Click the customer’s Name, then Actions > Delete

4. Confirm the deletion when prompted

Use the disable function for most scenarios to preserve history, and reserve permanent deletion for truly obsolete records. This approach keeps your customer list accurate without losing crucial transaction data.