New Feature: Customer Deletion

We are pleased to announce that CloudBilling now supports the deletion of customers from your environment. This update enables administrators to remove customer profiles that are no longer in use or required, helping you maintain accurate and up-to-date records. 

Key Points About Customer Deletion: 

• Eligibility: Customers can only be deleted if they have no purchases, no (Approved) Invoices, and are not the target of any Purchase Routes.
• One by One Removal: Customers may only be deleted individually.
• Safe Deletion Process: If the customer has associated data (such as purchases or invoices), all related records must first be removed. This includes deleting all purchases, purchase routes, and invoices.
• Irreversible Action: Please note that deletions are permanent and cannot be undone.

How to Delete a Customer: 

1.  Locate the customer via Customer Clusters, Customer Cockpit, or Advanced Search.
2.  Ensure there are no associated invoices, purchases, or purchase routes. Remove these if necessary by following the provided step-by-step instructions in the user guide.
3.  Use the red Delete button at the bottom left of the Edit Customer screen to delete the customer.

For a detailed, step-by-step walkthrough, please refer to the section “Step by step: How to delete an unused Customer” in our user guide. 

If you require any assistance or encounter issues, our support team is ready to help via the customer portal or by email.