Archiving a customer removes them from any contact drop down lists, but retains all their history.  Alternatively, if the Customer has no transactions associated with them you can delete them, which removes their details from the system.

Step 1.

Navigate Contacts > Customers

Copy of customers

Step 2.

Under the appropriate customer click on the Edit contact link.

Step 3.

Click on the Archive button or, if available, the Delete button.

As noted above, the delete button will only be available if there are no transactions (including voided transactions) associated with the customer.

When you now navigate to Contacts > Customers, the customer will appear in the list as Archived. 

To restore an archived customer, click on their name, select the Edit contact button and then the Restore from archive button.

Technical support is available from Monday to Friday, 9 - 5.

How to contact support within Clear Books

We also welcome you to visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.