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