Delete a customer account

As customer accounts become out-of-date it is possible to remove them from the Sales Ledger.

You can only delete a customer account when there are:

• No current transactions on the account.
• No archived transactions in the archive file.
• No outstanding sales orders.
• No outstanding projects linked to the customer.

If you cannot select Delete on the customer account, there are still transactions attached to the account.

Note: If the account is a head office account, with related branch accounts, only the head office account is removed. You will need to remove branch accounts independently.

You must:

• Delete the current transactions.
• Delete the archived transactions.
• Post all pending transactions.
• Post all transactions to the Nominal Ledger.
• Process, archive and delete archived sales orders.