Forum Discussion

Tigerlily12's avatar
Tigerlily12
Cover User
2 years ago

How can I delete customers from my Recurring List in MYOB Business?

2 Replies

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Tigerlily12


    Thank you so much for your post and welcome to the Community Forum! You can delete a customer if they've never been used in a transaction. When you delete a customer, their contact details, along with all the information stored in their record will be removed
    .

    Instead of deleting a customer, you might consider deactivating them instead. This removes them from reports and some selection lists, but will make it easier to recover their information, or activate them again, if needed.

    To delete a costumer.
    Go to the Contacts menu and choose All contacts.

    1. For the Contact type, choose Customer.
    2. Click the name of the customer to open their record. Need help finding a customer?
    3. Click Delete.
    4. Click Delete to the confirmation message.


    Please do let us know how you go on this.
    Regards,
    Earl

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Tigerlily12

    Just want to follow up if your still having this issue? If so, feel free to post again and one of us will be happy to help.

    Regards,
    Earl

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