Forum Discussion

Pete-Complete's avatar
Pete-Complete
Cover User
12 days ago

Removing customer card

Can you delete/remove a customer card from MYOB account right.  I have made them inactive, but my manager thinks that in the past they were able to delete them.  Can you archive or combine them as th...
  • Princess_R's avatar
    Princess_R
    12 days ago

    Hi Pete-Complete,

     

    I understand you're looking to completely remove a customer card, but in MYOB, you can't delete a customer card if it has been used in a transaction. However, you can make the customer card inactive, which you've already done, or you can combine cards. Making a card inactive will prevent it from appearing in lists and reports, but it won't remove it from the system. For more info, please check out this Help article: Adding, editing, and deleting contacts.

     

    Feel free to get in touch if you need more help.

     

    Cheers,

    Princess

     

     

Princess_R's avatar
Princess_R
MYOB Moderator
12 days ago

Hi Pete-Complete,

 

I understand you're looking to completely remove a customer card, but in MYOB, you can't delete a customer card if it has been used in a transaction. However, you can make the customer card inactive, which you've already done, or you can combine cards. Making a card inactive will prevent it from appearing in lists and reports, but it won't remove it from the system. For more info, please check out this Help article: Adding, editing, and deleting contacts.

 

Feel free to get in touch if you need more help.

 

Cheers,

Princess