Delete a customer

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings

Topic

We will show how to delete a customer, for cases where you may have created duplicates or other.

 

Instructions

  1. Head to 'Customers' > pick the customer you want to archive
  2. Click 'Options' > 'Delete Customer'Screenshot 2023-09-12 at 11.48.13 AM.png

Please note that customers cannot be deleted if they have active Quotes, Jobs or Invoices.

 

Additional Information

If you would prefer to Archive a customer, check out this article: How To Move a customer to archived

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