How To Delete A Customer

Before Deleting a Customer

• The customer must have a $0.00 balance
  

Click HERE for instructions o​​n how to use Balance Adjustments to zero out a customer's balance.

• A deleted customer CANNOT be recovered. 
  

To Delete a Customer

1. From the main screen of Retailer, click on Customers -> Customer Screen.
2. Locate the customer you wish to delete by clicking on the magnifying glass at the bottom of the screen and searching for the correct customer.
3. Click on the Delete button at the bottom of the customer screen. 
4. Click Yes to confirm deletion.

If the customer is displaying a zero balance and you are still unable to delete them, there may be some fractions of cents preventing you from doing so.

To get around this, do the following:

1. In the Customer Screen, click Menu and select Balance Adjustment.
2. Set the amount to be 0.01 and enter your initials.
3. Click Save.
4. Click Menu again and select Customer Payment.
5. Select Pay Amount Owing and click OK.
6. Process the customer payment using CASH.
7. You can now delete the customer by following the first 4 steps in this article.
   

Click HERE for more information about using the Archiver to bulk delete old customers.

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