Clean It Up
UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Devonbubbles on August 06, 2014, 08:17:21 pm
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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
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Delete all payments associated with job.
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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.
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FFS. I have said how lol ;D
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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.
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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?
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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!
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Just change the last frequency to a one off frequency so it doesn't repeat ever again and mark as completed job