Remove a Customer Record
Before you can perform this task
- Make sure the customer's
account has a zero balance.
- Clear
all transactions involving this customer (using the Clear Paid Customer
Invoices on the Maintenance menu)
- Make sure there
is no outstanding sales orders or quotes for the customer.
- In the Home window, click Customers & Sales on the navigation pane.
- In the Tasks pane, right-click the Customers icon and select Remove Customer from the menu.
- Select a customer from the list and click OK.
What do you want to do?
Clear
a customer's transactions in Sage 50 Accounting
Find
out the status of a customer's account
Find
out a customer's pending sales orders