In this article, you'll learn how to delete a client. Deleting is for records that never should have been made, like a test entry, a wrong number someone saved, or a spare copy with nothing on it.
Before you delete
The CRM won't delete a client who has a job, an invoice or a payment on record. Those records tie the money in your books to a name, so the delete is refused and you'll see a message saying how many jobs, invoices or payments are in the way. Remove those first, or merge the client instead.
If the client you want gone is really a duplicate of someone else, merge the two. Merging moves the jobs, invoices, payments and message history onto the record you're keeping. See How to merge duplicate clients.
Delete a client on the web
To delete a client:
- In the menu, click Clients.
- Click the client you want to delete.
- Click the ⋮ next to their name. A Customer details panel opens under it.
- Click delete.
- Read the message that starts Delete this customer?, then click Yes, delete.
When it's done, you're taken back to your client list. If the client has a job, an invoice or a payment, the reason shows in red under the buttons instead, and nothing is deleted.
If you change your mind, click Cancel.
Delete a client on the phone app
To delete a client:
- In the menu, tap Clients, then tap the client.
- Scroll to the bottom of their page and tap Delete contact.
- Tap Yes, delete to confirm.
You can also do it from the client's details: tap the arrow next to their name to open their details, scroll down past Save and tap Delete customer, then tap Yes, delete.
The confirm box reminds you the client is archived, not erased, and that a customer with jobs can't be deleted. If the delete is refused, a message tells you why and the client stays where they were. When it works, you're back on your client list.