How to delete a customer

Remove a customer record when it is no longer needed.

1. Open Customers

From the main navigation, select Customers.

YourBiz main navigation with Customers highlighted
Select Customers from the main navigation.

2. Choose a customer

Select the customer record you want to delete.

YourBiz Customers page filtered to the customer Roy Ramirez
Use the customer search field to find the customer record you want to delete.

3. Delete Customer

Select Actions, then select Delete Customer.

When the confirmation dialog appears, enter the customer name to confirm deletion.

Customer detail page with the Actions menu open and Delete Customer visible
Open Actions and select Delete Customer.
Deleting Customer confirmation dialog with the customer's name entered
Enter the customer's name, then select Delete Customer to confirm.

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