Delete a customer or supplier record - Open the relevant module.
- Select the records you want to delete.
- Click Delete then click Yes.
 CAUTION: After deleting records, back up your data and compress the relevant module.
The reasons why you can't delete a record are in the section below, and how to resolve them. Alternatively, hide records that you can't delete.
Reasons you can't delete a record | Reason | What to check | Solution | | There's a balance | - In Customers, check the Balance column.
- In Suppliers, check the Balance column.
| Clear the balance either by allocating transactions together in the bank or by posting a payment, receipt or credit. Once there’s no outstanding balance, to remove the transactions you need to run Clear Audit Trail. | | There's transaction history | - In Customers, open the required record and click Activity.
- In Suppliers, open the required record and click Activity.
| Clear associated transactions by running the Clear Audit Trail. This permanently removes all fully paid, allocated and reconciled transactions up to a specific date.  NOTE: Deleted transactions will prevent records from deletion. To make sure any deleted items are visible, click Settings then click Company Preferences and Parameters and clear the Exclude deleted transactions check-box.
| | Associated with a project - Customer records only | - In Customers, open the required record and click Projects.
| Edit the project record and change the associated customer or if completed and appropriate, delete the project. |
Hide records that you can't delete If you can't delete your records, or want to keep them for reference, you can hide records instead by flagging them as inactive.
[BCB:19:UK - Sales message :ECB] |