Enhanced interface

Delete or deactivate a customer

If you have not used a customer for any transactions in your company, you can select Delete in the Customers list to remove the customer.

Customers that are referenced in a transaction or a record can't be deleted. However, you can make that customer inactive, effectively removing the customer from dropdown menus and lists throughout the company.

After you've deactivated a customer, you can still access the customer's record. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.

After you've deactivated a customer, you can still access the customer's record by selecting Include inactive at the top of the Customers list.

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Customers: List, View, and Delete

Go to Accounts Receivable > All > Customers.
Find the customer that you want to deactivate.
Need help finding a customer?
- Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.
Select Edit at the end of the row.
On the Customer tab, change the Status for the customer to Inactive.
Select Save.

Go to Accounts Receivable > All > Customers.
Find the customer that you want to deactivate.

Don't see Include inactive on your page?

The most common reason that you do not see this feature is that you're using a custom view.

When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

To see the options again, switch back to View All. See Custom views for more information.
Select Edit to the left of the customer ID.
On the Customer tab, change the Status for the customer to Inactive.
Select Save.

You can follow these steps to change a customer back to Active later on.