Remove Customer Wizard

Use the Remove Customer Wizard to permanently delete customers.   You can use this tool, for example if you assign the wrong ID to a customer.  If you want to create customers, use the Create Customer Wizard or to edit customer information, use the Edit Customer Information Wizard.

 Important:  You can not remove a customer if any of the following conditions exist for the customer:

• if the customer has an outstanding bill in any of the billing files

• if the customer has an outstanding cash transaction in any of the cash files

• if the customer has an outstanding financial balance

• if the customer is an owner of any locations

Directions:

To open from the Inquiry click Tools and then Wizards.  From the Wizards options select Remove Customer Wizard.

Remove Customer Wizard Window Example:

 Important:  For a customer to be eligible to be removed, it must meet the criteria listed above.

1.  Open the Remove Customer Wizard.

2.  There are two ways to load a customer:

• If you loaded a customer in the Inquiry that Customer ID displays in the Remove Customer Wizard.

• Or, if you do not have a customer loaded in the Inquiry, you can enter the Customer ID.
  Tip:  To Search for a Customer, click Search .

3.  To delete the customer, click Finish , or press [ENTER].
Keyboard shortcut:  [ALT + s]