How do I delete/remove a customer?

When customers are synced from your accounting system we do our best to filter out just your customers, but sometimes there are customers/customers that you don't want to see anymore.

To disable a customer and remove them from the customers screen, navigate to the customer record, and then uncheck the "Enabled" checkbox.

Please Note, you can't disable a customer with an Active agreement. You'll need to cancel and active agreements before disabling.

This will remove the customer and their associated payments from the system, though you can find all of your disabled customers under the disabled customer tab.