How to Delete a Customer

Sometimes you need to remove a customer from your list -- maybe they are a duplicate, or you want to clean up your records. There are two ways to delete a customer.

Option 1: Delete from the Customer List

1. Open the sidebar menu.

2. Select Customers from the menu.

3. Use the filter or scroll to find the customer you want to delete.
4. Click the Delete button in the action column.
5. In the confirmation dialog, click Delete to confirm. The customer is permanently removed.

Option 2: Delete from the Customer Profile

1. Open the sidebar menu.
2. Select Customers from the menu.
3. Find the customer you want to delete.
4. Click View Details in the action column to open their profile.
5. Click the Delete button on the profile page.
6. In the confirmation dialog, click Delete to confirm. The customer is permanently removed.

Tips

• Double-check before deleting -- a deleted customer cannot be restored.
• Only delete customers you no longer need (e.g., duplicates or test entries).
• If a customer asks to be removed, deleting their info respects their privacy.
• You can always add a customer again later if needed.

Best Practices

• Keep your customer list clean by removing old or unused entries.
• Respect privacy -- delete customer info when requested.
• If you are unsure, consider editing the customer instead of deleting.