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.

Fig 1. Customer Account Details (red highlights must 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.

Fig 2 . Delete Customer option.