Remove a vendor from your system when they are no longer needed and have no associated transactions. Deleting vendors helps keep your records clean and organized.

How to Delete a Vendor

Step 1: Open the Vendors Page

From the left-hand navigation panel, click Vendors to view your vendor list.

Step 2: Select the Vendor

Choose the vendor you want to delete.

Step 3: Check for Linked Transactions

Before deletion, verify whether the vendor is linked to any transactions (e.g., invoices, estimates):

• No linked transactions: The Delete option will be available.

• Linked transactions: Deletion will not be allowed to protect your financial records.

📌 Note: Vendors linked to transactions cannot be deleted. In this case, consider deactivating the vendor instead.

Step 4: Delete the Vendor

If deletion is allowed:

1. Click the Delete button.

2. Click Proceed to finalize the deletion.

✅ Success! The vendor has been deleted from your system.

What to Do if the Vendor Cannot Be Deleted

If the vendor is linked to transactions, you cannot delete them without affecting your records.

Instead, deactivate the vendor:

• Mark the vendor as Inactive

• This keeps all historical data intact

• Prevents future transactions while keeping your active vendor list organized

Important Reminder

• Vendors with linked transactions cannot be deleted.

• Deactivating ensures all data remains safe while keeping your vendor list clean and manageable.

Next Steps

After deleting or deactivating vendors, you can:

• Maintain an organized vendor list

• Manage active and inactive vendors efficiently

• Ensure all transactions are associated with the correct vendors

Explore more guides in our Help Center to manage vendors, bills, and payments effectively.

If you need assistance, feel free to contact us at support@fynloapps.com — we’re happy to help.