Deleting Inactive Records from Accounts Receivable

To identify existing inactive customer records, print the Customer List report.

To include only inactive customers on the report, select records by status, and then specify Inactive in the From and To fields.

Before you delete a customer record, you must:

• Clear all the customer’s fully paid documents. More...

  You can use the Clear History and Clear Statistics screens to clear comments and statistics for the customers. However, the Delete Inactive Records screen automatically deletes the comments and statistics for the customer records it deletes.

• Delete ship-to locations and recurring-charge records for the customer.

Before you delete a customer group, either delete or reassign any national accounts and customers assigned to the group. More...

To discover whether customers are still assigned to the group, print the Customer Group List, selecting the Group Members option.

Before you delete a national account, delete all the customers assigned to the account, or assign them to other national accounts. More...