There are a few possible reasons why you can’t delete a customer:
- The customer is attached to an invoice or estimate
- The customer has a balance in their customer credit account
- You are trying to delete multiple customers at once
The customer is attached to an invoice or estimate
A customer cannot be deleted if they are attached to an invoice or estimate, as that may impact your bookkeeping.
If you have a duplicate customer profile and can’t delete it because it's associated with an invoice or estimate, follow the steps in Fix duplicate customer profiles.
The customer has a balance in their customer credit account
A customer cannot be deleted if there is a balance in their customer credit account. To clear the balance, refund the amount to your customer or apply it to another invoice.
To change the method used to handle the overpayment and refund the amount, see Bookkeep invoice overpayments. To apply the credit to another invoice, follow the steps in Bookkeep customer credits.
You are trying to delete multiple customers at once
Deleting customers in bulk is not possible. Customer profiles need to be deleted one at a time.
Learn how to delete a customer.