There are a few possible reasons why you can’t delete a customer:
- The customer is associated with an invoice in Wave
- The customer has a balance in their customer credit account
- You are trying to delete multiple customers at once
The customer is associated with an invoice
A customer cannot be deleted if they are associated with an invoice, because doing so may have a negative impact on your bookkeeping.
Customers associated with only transactions, checkouts, and recurring invoices where no invoices have been generated can be deleted.
Once data is deleted from Wave, it can’t be recovered.
If a customer profile is no longer associated with invoices, it can be deleted. When you edit an invoice, click Choose a different customer to assign the invoice to another customer profile.
If you have a duplicate customer profile and can’t delete it because it's associated with invoices, 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.