Deleting a Customer Account

Deleting a customer account requires that the account be "scrubbed" before the account is deleted. This prevents users from accidentally deleting important financial data as the information is not recoverable. However, in a test environment or for "potential" customers that want their information removed it is important to know the steps. Below outlines the "worst case" scenario where a customer account has the most amount of data relationships that need to be removed.

• • Switch customer account status to "unused"

  • Delete Maintenance tickets (all tickets)

  • Delete Sales tickets (note closed sales tickets are not visible on the customer details page)

  • Delete Notes (the "quick" notes, not Notes/Private Notes)

  • Delete Subscriptions

    • Be sure "Inactive" subscriptions are also deleted by going to the subscription table

    • Change the Display dropdown to "All"

    • Delete all subscriptions and "Update Subscription Table"

  • Delete Invoices

    • If an invoice has payments or credits lodged against it you will first have to delete the credits or lodgements

    • Note there is no way to delete on payment from within a lodgement with other payments and failing a payment won't allow deletion

  • Delete Prepayments

  • Delete Credits

  • Delete Credit Cards

  • Delete Bank Accounts

  • Remove equipment (this moves equipment back to stock)

  • Remove IPs (this puts the IP back in the IP Pool)

At this point you should see a "Delete customer" option - see Fig 2. - in the left hand menu in the Network section. Click this link and confirm you want to delete the customer account.