How do I delete a customer?

Learn the detailed step-by-step procedure to effectively delete a customer record from your Under account.

To delete a customer, follow these steps:

  1. Go to the Customers homepage.
  2. Click on the Options (3 dots) button at the far right side of the customer's row, then click Delete.
  3. 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: