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Question

Reverse Extend to Customer


How can I reverse it if I accidentally extend a Business Account to a Customer (or a vendor) without any transactions?

3 replies

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  • Captain II
  • 366 replies
  • March 10, 2025

Hi ​@chrissic 

 

You should be able to delete the customer account, if you do not have access to this, ask your sys admin.

 

Aleks


darylbowman
Captain II
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It is possible to delete the Customer without deleting the Business Account. I forget, though, if you need to revoke the permission to delete the Business Account in order to prevent it from doing both at once.


mclarke88
Jr Varsity III
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  • Jr Varsity III
  • 33 replies
  • March 11, 2025

Hi! ​@darylbowman if it is also a vendor it should not delete the business account. It cannot be a vendor without a business account. 


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