Remove a Customer Record

Related topics

Clear a customer's transactions in Sage 50 Accounting

Find out the status of a customer's account

Find out a customer's pending sales orders

  • Make sure the customer's account has a zero balance.
  • Clear all transactions involving this customer (using the Clear Paid Customer Invoices on the Maintenance menu)
  • Make sure there is no outstanding sales orders or quotes for the customer.

To remove a customer:

  1. In the Home window, click Customers & Sales on the navigation pane.
  2. In the Tasks pane, right-click the Customers icon and select Remove Customer from the menu.
  3. Select a customer from the list and click OK.