Topic
We will show how to delete a customer, for cases where you may have created duplicates or other.
Web Instructions
- Head to 'Customers' > pick the customer you want to Delete.
- Click 'Options' > 'Delete Customer'
Note: Customers cannot be deleted if they have any Quotes, Jobs or Invoices and should instead be Archived, see here for info on this: Archive a Customer
Mobile Instructions
- Head to the 'Customers'.
- From here search for the customer and select the customer.
- Once in the customer press the three dots and select 'Delete'. (You can also Archive from this same menu if the Site is already in use).
Note: Customers cannot be deleted if they have any Quotes, Jobs or Invoices and should instead be Archived, see here for info on this: Archive a Customer
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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