Learn how to neutralize a customer so they no longer appear in your metrics (MRR, ARR, Revenue Recognition, etc.) without deleting them from the database.
It is not possible to permanently delete a customer from Fincome, because the platform keeps a complete history of data to ensure consistency of calculations and analyses. However, you can neutralize its impact on your metrics by reducing the amounts of its invoice line items to zero.
This amounts to indicating that this customer no longer generates recurring revenue or recognized revenue, without altering the overall history of your billing.
Go to the Data → Invoice lines.
Search for the exact name of the customer in the search bar.
Select all invoice lines associated with this customer.
Click on Edit selection.
Replace the amount excluding tax after discount as well as the discounts with 0 the discounts in case you do not take them into account in your indicators, therefore which would be added to the amount excluding tax after discount)
Save your changes.
Once these steps are completed:
the customer no longer contributes to the MRR,
they no longer appear in the Revenue Recognition,
and no longer affect any analyses related to recurring revenue (GRR, NRR, LTV, etc.).
The history of their invoices remains viewable in your data (but will be at an amount of 0).
Keep an internal record of the reason for the exclusion (test customer, duplicate, internal customer…). You can for this add a dedicated analytical axis (e.g. Customer type = Internal) and filter these values in your analyses.
If you wish to hide these customers from all analytical views, you can then filter by this axis and save the corresponding segment (see the article Using filters and breakdowns in Fincome ).
To avoid neutralizing an active customer by mistake, check that they have no ongoing subscription before modifying their lines.
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