/
How to Delete an AR Customer
How to Delete an AR Customer
Description of Issue
Need to delete an Accounts Receivable Customer record.
Context
- Accounts Receivable
- Customers
Cause
Instructional
Resolution
With the correct permissions, there will be a Delete button on the toolbar when viewing an AR Customer record.
- Navigate to General Revenues > Accounts Receivable > Setup > Customers
- Click Search and pull up the Customer record that needs to be removed
- Click Delete on the toolbar
- On the confirmation popup, click Yes, Delete to remove the record
- In the bottom left corner near the navigation arrows, it will say DEL to indicate that record has been removed
- If activity exists, it will say Customer cannot be deleted - transactions exist.
- Click Update on the toolbar
- Uncheck the box for Active
- Click Accept to save the change
Additional Information
If there are no Update or Delete options on the toolbar, refer to this article: How to assign permissions to update AR Customers Records
, multiple selections available,
Related content
Inactivate Customer Record
Inactivate Customer Record
More like this
Remove Customers Account in Utilities Access
Remove Customers Account in Utilities Access
More like this
Unable to delete General Billing Customer record
Unable to delete General Billing Customer record
More like this
Error Deleting Customer in Customers Program
Error Deleting Customer in Customers Program
More like this
How to assign permissions to update AR Customers Records
How to assign permissions to update AR Customers Records
More like this
How To Inactive Customer Email
How To Inactive Customer Email
More like this