Deleting a Customer (Mark Inactive)


The Edge does not allow you to delete customers.  However, you can functionally delete them by marking them inactive.

Inactive customers are completely excluded from all areas of the software and will never show.  The only exception is using Customer Find to specifically look for Inactive Accounts.

Customers can be marked inactive from the Customer List or Customer Record.

From the Customer List:

  1. Click Customer > Find and enter criteria to search for the customer.
  2. For a single customer, you can click on them to highlight.  For multiple, right click and Show Checkboxes, then check all the customers you wish to make inactive.
  3. Click Supervisor > Set Customers Inactive.
From the Customer Record:
  1. Click Customer > Find or select the customer at POS, then Edit them.
  2. On the General tab, check the Inactive box at the top and save your changes.

NOTE:  To undelete a customer, edit them, uncheck the Inactive box on the General tab, and save your changes.

NOTE:  If the customer has a spouse, you will need to either remove the spouse using the Supervisor button or mark them both inactive at this time (the software will give you the option).

Updated on Wed, 11 Jun 2025 by Dominick Mastri

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