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Devonbubbles

  • Posts: 22
How to delete on george
« 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

Clever Forum Name

  • Posts: 5942
Re: How to delete on george
« Reply #1 on: August 06, 2014, 08:30:48 pm »
Delete all payments associated with job.

koopmaster

  • Posts: 498
Re: How to delete on george
« Reply #2 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.

Clever Forum Name

  • Posts: 5942
Re: How to delete on george
« Reply #3 on: August 07, 2014, 04:54:45 pm »
FFS. I have said how lol ;D

dave0123

  • Posts: 3553
Re: How to delete on george
« Reply #4 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.
Dave.

p1w1

  • Posts: 3873
Re: How to delete on george
« Reply #5 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?

dave0123

  • Posts: 3553
Re: How to delete on george
« Reply #6 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!
Dave.

windowswashed

  • Posts: 2625
Re: How to delete on george
« Reply #7 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