Below steps will guide you through how to delete a customer. We typically refer this to setting them to inactive in case you need to find them again.
Please follow the steps below:
Search the customer and click on it to open the customer screen
Refer to the heading Status and change this to INACTIVE
Hit save once done
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If you try to search your customer list again the specific one should be hidden now.
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Please note: if a customer has active sales orders against it the system won’t let you set the customer to inactive. You will receive the below message.
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The best thing to do is to search all active sales orders against this customer and either:
Invoice the orders out if you need to
Set the status of the sales order to “CLOSED” or “CANCELLED”
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“CLOSED” or “CANCELLED”
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Once done you can then set the customer to inactive.