How to delete customer or vendor

Last updated: May 15, 2023

Note: Deleting a customer or vendor is permanent and cannot be undone. You cannot delete a customer/vendor if they are linked to any documents.

Method 1: Bulk Delete

  • Select the checkboxes for the customers/vendors you want to delete.
  • Click on the "Delete" button at the bottom of the list.

Method 2: Single Delete

  • Click on the down arrow next to the customer/vendor name.
  • Select the "Delete" option.
How to delete customer or vendor