How To: Remove Customers Linked to a Parent Company

If you wish to remove a customer that is linked to a HQ company you must ensure that there are no allocations between the child and parent company.

  1. Open a Customer screen (show me how).
  2. Find and load the Customer who is the parent for example central head office.
  3. Open the [ Customer | Detail | Statement ] tab.
  4. Click on the Link Customers button. The Customer Payment Linking popup will be displayed.
  5. Focus on the customer
  6. Right-click in the grid and select 'Remove Link(s)'.
  7. In the Confirm popup click on Yes.
  8. In the second Confirm popup 'Return company balance from Parent Company' click on Yes.
  9. The child customer will be removed from the grid.
  10. Click on OK to close the popup.

See Also


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