Remove a customer, supplier or item
Why Lite keeps them, and what to do with one you no longer use.
Lite does not delete customers, suppliers or items. Invoices, bills, payments and VAT returns point to them, and those records must show the same name and TRN years later.
What you can change
- Open the customer, supplier or item and edit any detail, then save. Past documents keep the details they were issued with.
- Two contacts cannot share a display name or a TRN, and two items cannot share an item code. Lite tells you when you try.
- Goods tracked in stock must stay Goods with the Inventory account.
One you no longer use
Lite has no setting to archive or hide a customer, supplier or item. If you want to set one aside, we suggest a simple naming habit. This is only our suggestion, not a Lite feature: the record stays in your lists and can still be chosen.
- Open it and add a marker such as “(not used)” to the end of its name.
- Save. The marker makes it easy to skip when you pick from a list.
Tip: Created a duplicate by mistake? Keep using the original. If the duplicate is already on a draft, void that draft and raise it again against the original.