Remove Divorced Spouse


Steps for Removing a Spouse

You can simply select Supervisor > Remove Spouse on the customer account.
This will unlink them.

Any OPEN balances on their account (if any) will remain with the primary customer by default.

NOTE:  When you click to remove the spouse, Edge will notify you that the balances will be applied to the primary account.

Transfer Balance

You may also locate the sale and select Supervisor > Change Customer to transfer the sale (and it's balance) to the other customer if needed, if the spouse should have the balance instead of the primary.

 

 

Updated on Mon, 04 Mar 2024 by Angela Chiaravalle

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