PlanIt EPOS · Trade Accounts

Delete a trade account

What does this do?

Delete account removes the account record for good. Only a Super Admin can do it, and only once the account owes nothing. Past sales stay in History and reports.

How to use it

  1. Sign in to Cloud sync as a Super Admin.
  2. From the ☰ menu choose Accounts and tap the account.
  3. If it still owes money, settle or void the unpaid sales first. The till will not delete an account with a balance.
  4. Press Delete account and confirm. This cannot be undone.
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Related guides

Put an account on stop, or close it

Each account has a status. On Stop and Closed block new account sales at the till until a Super Admin overrides, which is how you stop a slow payer running up more credit.

Trade Accounts

Record a payment on an account

Record account payment takes one payment from an account customer and allocates it across their oldest unpaid sales first, so the balance and every receipt update together.

Trade Accounts

Add a member of staff (invite users to your account)

Invite colleagues to your PlanIt account by email as Staff or Super Admin. They sign in with their own login on any till, the estimator or the portal.

Getting Started

Void a sale

Voiding says the sale never happened. Its stock goes back, it comes out of every total and report, and it is filed under Deleted receipts. Use it for a sale that was rung through wrongly and no money changed hands; if the customer has paid, use a refund.

Receipts, Refunds & History

Find an old receipt, quote or invoice

History keeps every sale, quote and invoice the till has ever raised, so you can find one months later, see whether it was paid, and reprint, email, refund or void it from the same screen.

Receipts, Refunds & History

Give a customer a portal login

The customer portal lets an account customer see their quotes, invoices, orders and statement online and pay you. Create the login from their account and the welcome email goes out for you.

Trade Accounts
Questions this guide answers
  • How do I delete a trade account?
  • Why can't I delete an account?
  • What happens to the sales when I delete an account?

Last updated 2026-09-03 · Direct link for this feature