To delete a Customer/Vendor from your Directory:

  • Go to the Directory tab from the Fincent platform.
  • Select the Customer or Vendor you want to delete from the Directory.
  • Once you have selected the Customer or Vendor, click on the 3 dots on the top right corner of the Customer or Vendor details page.

  • Click on the "Delete" option from the drop down
  • After selecting "Delete," a confirmation prompt will appear asking you to confirm your intention to delete the Customer or Vendor.

  • Once you click on confirm, the Vendor or Customer will be deleted.

By following these steps, you will be able to successfully* delete the Customer or Vendor name. The deleted name will be removed from across the product.

*Some Vendors and Customers cannot be deleted. See FAQ for reasons why certain Customers and Vendors cannot be deleted.