Do you need to delete a customer? No problem! Here are the steps to do it.
It's a very simple process. The most important step is deleting ALL payments and invoices on that customer's account. The system will not allow you to delete the customer otherwise. If you try to delete the customer without deleting the invoice and payments, the system will notify you that you have to delete them first as seen below.
So the steps are:
- Delete all payments and invoices
- Delete customer
And you'll be all set!
If you have any further questions or issues please reach out to our Support Team at (951) 234 5166 or email us at support@paythepoolman.com
Have a nice day!