Step by Step
- Open the Customer List and highlight the Customer that you wish to discontinue.
- Select the Discontinue button which is located in the ribbon under Actions > General.
Alternatively, the steps above can also be replicated on the Customer Card for a specific record. Open a Customer Card and select the Discontinue button located in the ribbon under Actions > Functions.
Conditions of Discontinuing a Customer
Some checks are performed before a Customer can be flagged as discontinued.
A Customer may be flagged as discontinued if:
- their balance is zero.
- they have no unposted sales documents associated with them (Sales Quotes, Orders, Invoices etc).
For example, the following Customer is unable to be discontinued as they currently have an Outstanding Balance which is not equal to zero.