Learn the detailed step-by-step procedure to effectively delete a customer record from your Under account.
To delete a customer, follow these steps:
- Go to the Customers homepage.
- Click on the Options (3 dots) button at the far right side of the customer's row, then click Delete.
- Confirm that you would like to delete the customer by entering 'delete', then click I understand, delete customer.
This action cannot be undone and will permanently delete the customer. You will be unable to access any generated documents associated with the deleted customer.
Here is a short video that provides a clear explanation of the process mentioned above: