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You are here: Home / Receivable / Table / Customer / How to Delete a Customer.
«« How to Setup Responsibility Percentages.How to Setup a Customer For Billing, Hospice Customer. »»

How to Delete a Customer.

If you have entered a customer in error and just want to remove it.

Step 1

Open the Customer List by choosing from the menu: Receivable, Table and Customer.

Step 2

Find the customer you want to remove.

Step 3

Delete the customer by choosing from the menu: Edit and Delete

Note: If the customer has been used in other areas, such as Orders or Claims, the program will not allow the deletion and will display a message similar to the following:

Error: Remote Server: Exception

(-530) violation of FOREIGN KEY constraint “FieldName” on table “TableName”

In that case, you must remove the reference to the customer from other areas. The “TableName” will point you to are the area which contains a reference to the customer.

If you cannot delete the references to the other area, you cannot delete the customer, but you could mark the customer inactivate by removing the checkmark from the Active checkbox.

Page Tags: Customer, Delete
«« How to Setup Responsibility Percentages.How to Setup a Customer For Billing, Hospice Customer. »»

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