Delete a Customer Account
From time to time, you might want to delete customers who no longer do business with you so your customer database is not cluttered with unnecessary information. To delete a customer, their total due amount must equal zero and there must not be any open items in the customer’s file.
We recommend you print an
Aged Analysis Report before you delete customers to ensure your customer invoices are all paid in full and any unapplied payments or credits are completed.
To remove a customer account:
1 In Accounts Receivable, select Customer Accounts > Add / Change Accounts from the left navigation pane.
2 In the Number field, enter the customer number you want to delete or select it from the Lookup.
3 Select the Edit button.
4 Select the Del button.
5 Select Yes in the message that appears to delete the customer.
Published date: 12/31/2020