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Deactivating a Customer

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If you’ve stopped dealing with a specific customer, you can deactivate their account to prevent any accidental transactions.

Deactivating a Customer

Before proceeding, make sure the customer’s balance is zero, then:

Method 1: From the "Customers" Page

  • Go to the Sales module.
  • Open the “Customers” page.
  • Search for the customer using either the navigation arrows or the 🔍 search icon.
  • Click on “Edit”.
  • Disable the “Active” checkbox.
  • Click on “Update”.
Method 1: From the "Customers" Page — Click on “Update”.

Method 2: From the "Customers Data" Page

  • Go to the Sales module.
  • Open the “Customers Data” page.
  • Make sure the “Active” column is visible by selecting it from “Custom View”.
  • Click on “Generate”.
  • Locate the customer you want to deactivate.
  • Click the ☑️ checkbox to turn it into an empty box 🔲.
  • Click ➕.
  • Click on “Save”.
Method 2: From the "Customers Data" Page — Click on “Save”.

Frequently asked questions

What is required before deactivating a customer?

Before proceeding, make sure the customer’s balance is zero, then:

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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