If you try to delete a customer and the Delete button is disabled, it usually means the customer has existing records linked to them.

To protect your data integrity, JiffyTrade does not allow customers to be deleted if they are referenced by other records.

Why Customers Cannot Be Deleted

Customers may be linked to:

• Documents (quotes, invoices, letters)
• Expenses

Deleting a customer that is connected to these records could break historical data, reports, or financial records.

For this reason, the system requires these records to be removed first.

How to Find Linked Records

On the Customer Directory page, you will see a column labelled Docs / Expenses.

This column displays two coloured counters:

🔵 Blue bubble – Number of documents linked to the customer
🟠 Orange bubble – Number of expenses linked to the customer

Clicking either bubble will take you directly to the relevant page and automatically filter the results to show only records belonging to that customer.

This makes it easy to locate and manage the linked records.

How to Delete the Customer

1. Go to My Business → Customers
2. Locate the customer in the list
3. Check the Docs / Expenses column
4. Click the blue or orange bubble to view the linked records
5. Delete the relevant documents or expenses
6. Return to the Customers page
7. The Delete button will now be available

Role Permissions (RBAC)

Your ability to delete customers may also depend on your Role-Based Access Control (RBAC) policy.

If your user account does not have permission to manage customers, the Delete button may be disabled or unavailable.

If this happens, contact your site administrator or the person who manages your JiffyTrade settings.

RBAC permissions can be managed in:

My Business → Settings → Role Based Access Control

Tip

If you want to keep historical records but remove the customer from your active list, consider leaving the customer record in place. This ensures past invoices and expenses remain fully traceable.