Removing/deleting clients
Ryno
Member Posts: 1
I saved a client’s details incorrectly, tried to edit it but the app will not save it so i opened a new client profile. How do I delete the incorrect customer profile? I cannot seem to find an option to do so.
1
Comments
@Ryno @JNon This is likely because you have an invoice associated with the customer that you're trying to delete.
For proper bookkeeping services, I don't recommend deleting those invoices, but what you can do is Edit your invoice and change the customer associated with it. To do this,
1) Navigate to the Invoices page
2) Click on the invoice associated with the customer you're trying to delete
3) Click "Edit invoice"
4) Click "Choose a different customer"
5) Click "Save and continue"
Once you have done this for all invoices associated with the customer you're trying to delete, you should be able to go to your Customers page and delete the customer using the trash can icon to the right of the customer's name.
Hey @JNon, you should see the trash can icon to the right of your customers name, in Sales > Customers on your account. I have attached an image of what that should look like, if you are seeing something different, would you be able to attach a screenshot of what that looks like in a response? Thanks
@JNon Delighted to hear you got things sorted!
Hey @TFI, I definitely recommend keeping this task to your main account on your desktop! Our Apps are only built for invoicing and receipts
How to delete or Remove the wrong accounting head in chats off account for editor
Hi @Akshay . To delete an account in your Chart of accounts:
1. Ensure that the account has not transactions associated to it. If it does, you'll only be able to archive the account (preventing further usage of it, but it will still surface in your Chart of Accounts).
2. Select the pencil icon next to the account, and tick the box that says "Archive account."
Thank you sir