Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Devonbubbles on August 06, 2014, 08:17:21 pm

Title: How to delete on george
Post by: Devonbubbles on August 06, 2014, 08:17:21 pm
This has probably been asked before but how do I delete a customer on George. Doesn't seem to be anything obvious but I'm not the best with computers
Title: Re: How to delete on george
Post by: Clever Forum Name on August 06, 2014, 08:30:48 pm
Delete all payments associated with job.
Title: Re: How to delete on george
Post by: koopmaster on August 07, 2014, 08:50:38 am
good question,  I managed to delete a few customers last year but it was fiddly.  I leave them all now in suspended or complete since I have had one or 2 come back to me.

I cant remember how to do it anymore.
Title: Re: How to delete on george
Post by: Clever Forum Name on August 07, 2014, 04:54:45 pm
FFS. I have said how lol ;D
Title: Re: How to delete on george
Post by: dave0123 on August 07, 2014, 06:06:27 pm
Quote
Delete all payments associated with job.

That is the only way to delete a customer, however if i where you i wouldn't do this as it will change your financial records for that year which of course means your books wont be straight and your tax return wont be correct when you come to complete it.
Title: Re: How to delete on george
Post by: p1w1 on August 07, 2014, 06:18:27 pm
Quote
Delete all payments associated with job.

That is the only way to delete a customer, however if i where you i wouldn't do this as it will change your financial records for that year which of course means your books wont be straight and your tax return wont be correct when you come to complete it.
tax return?
Title: Re: How to delete on george
Post by: dave0123 on August 07, 2014, 06:24:18 pm
yes if you use george as your accounts system. because your deleting transactions in each customer that you want to delete so it will alter the income you have made throughout the year!
Title: Re: How to delete on george
Post by: windowswashed on August 07, 2014, 07:49:41 pm
Just change the last frequency to a one off frequency so it doesn't repeat ever again and mark as completed job