A customer should never be deleted, even if the customer no longer exists - unless there have never been any transactions with the customer. It is permissible to delete a customer when no new transactions have occurred within the years maintained by the system.
An alternative to deleting the customer is to change a customer to an inactive status. After a customer is made inactive, it will be removed from a number of reports. Inactive customers will be kept in the inactive folder to separate them from the active customers. Take the following steps to make a customer inactive:
1. Open the customer window by selecting Sales > Customers.
2. Choose the customer to be made inactive.
3. Open the folder list by clicking on the down arrow to the right of the Folder field located on the top on the main customer window.
4. From the Folder drop box select the Inactive folder.
5. Save customer information by clicking the OK button.
To re-activate a customer account, repeat the steps listed above with the exception of the fourth step. Instead, change the customer folder from Inactive to any other folder listed in the folder list.
NOTE: All inactive (accounts, vendors etc) will be grayed on the search lists when all (Accounts, Vendors ETC) are listed.