Pete-Complete
12 days agoCover User
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...
- 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