Delete a customer

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Topic

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

 

Web Instructions

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

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

  1. Head to the 'Customers'.
  2. From here search for the customer and select the customer.
  3. 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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