What should I do if I stop doing business with a customer?
If you have stopped doing business with a customer, you can either mark the customer as inactive or delete the customer.
Note: Once you mark a customer as inactive, you cannot associate them with transactions.
To mark a customer as inactive:
- Click Admin View on the left sidebar.
- Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Select Modules under Customization.
- Click Customers.
- Select the customers that you want to mark as inactive and click Mark as Inactive at the top.
Note: If you want to remove a customer permanently, you can delete them. However, you cannot retrieve the customer details again.
To delete a customer:
- Click Admin View on the left sidebar.
- Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Select Modules under Customization.
- Click Customers.
- Hover over the customer you want to delete and click the More icon.
- Click Delete.
- Confirm your action by clicking Delete again.
Once this is done, the customer will be deleted permanently.
Note: You cannot delete customers that are associated with transactions.
