🗑️ How to Delete a Customer

Sometimes you need to remove a customer from your list—maybe they’re a duplicate, or you just want to tidy up your records. Don’t worry, it’s easy and you don’t need any technical skills!

📍 Step-by-Step Guide

Option 1: Delete from the Customer List

1. Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
2. Go to Customers: Select Customers from the menu list. This is where you’ll see all your existing customers.
3. Find the Customer: Use the filter or scroll to find the customer you want to delete.
4. Delete Customer: Look for the Delete button on the action column. Click it.
5. Confirm Deletion: You’ll be asked to confirm. Click Yes or Confirm to permanently remove the customer from your list.

Option 2: Delete from Customer Profile

1. Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
2. Go to Customers: Select Customers from the menu list. This is where you’ll see all your existing customers.
3. Find the Customer: Use the filter or scroll to find the customer you want to delete.
4. Open Customer Profile: Click View Details on the action column.
5. Delete Customer: Look for the Delete button (usually at the top right or bottom of the page). Click it.
6. Confirm Deletion: You’ll be asked to confirm. Click Yes or Confirm to permanently remove the customer from your list.

💡 Tips

• Double-check before deleting—a deleted customer can’t be restored.
• Only delete customers you’re sure you no longer need (e.g., duplicates or test entries).
• If a customer asks to be removed, deleting their info is a good way to respect their privacy.
• You can always add a customer again later if needed.

🛠️ Best Practices

• Keep your customer list tidy by removing old or unused entries.
• Respect privacy—delete customer info if requested.
• If you’re unsure, consider editing the customer instead of deleting.

For more information, check the documentation or contact support.