Delete a customer

Steps

  1. Navigate "Sales > Customers," click on customer to be deleted.
  2. On the edit customer details page click the Delete button
You can only delete a customer who does not have any invoices or payments associated with them. In these circumstances you will need to Archive a customer.

Step 1.

Navigate “Sales > Customers” and click on the name of the customer you wish to delete.

Customer To Be Deleted Highlighted


Step 2.

On the edit customer details page click the Delete button, the customer will now be deleted from Clear Books.

Delete Button On Edit Customer Details Page