Can a customer be deleted from Fincome?

It is not possible to permanently delete a customer from Fincome, because the platform keeps a complete data history to ensure the consistency of calculations and analyses. However, you can neutralize their impact on your metrics by bringing the amounts of their invoice lines down 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.

Steps to follow to stop taking a customer into account

1. Go to the Data → Invoice lines tab.
2. Search for the customer's exact name in the search bar.
3. Select all the invoice lines associated with this customer.
4. Click Edit selection.
5. Replace the net amount after discount as well as the discounts with 0 (the discounts in the case where you do not take them into account in your indicators, and which would therefore be added to the net amount after discount)
6. Save your changes.

Result in Fincome

Once these steps are completed:

• the customer no longer contributes to MRR,
• they no longer appear in Revenue Recognition,
• and they no longer impact any analyses related to recurring revenue (GRR, NRR, LTV, etc.).

The history of their invoices remains viewable in your data (but will show an amount of 0).

Best practices

• Keep an internal record of the reason for the exclusion (test customer, duplicate, internal customer…). To do so, you can add a dedicated analytical dimension (e.g. Customer type = Internal) and filter these values in your analyses.
• If you want to hide these customers from all analytical views, you can then filter by this dimension and save the corresponding segment (see the article Using filters and breakdown in Fincome ).
• To avoid neutralizing an active customer by mistake, check that they have no ongoing subscription before editing their lines.

Updated on: 03/07/2026