You can set customer records that you no longer want to use or have become redundant for a variety of reason. When you set them to be inactive, you will no longer be able to use them on transactions and will be excluded from drop-down lists and reports.
You can only set a customer to be inactive when:
There are no batched transactions for the customer.
The above includes:
All sales ledger transactions.
All sales order transactions.
Purchase order transactions when their address is used as the delivery account.
The customer is not set as the customer on a project record.
The customer is not set to be the head office account on another customer record.
The customer record is linked to a supplier record.
Set an existing customer inactive
Click Debtors then Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
In the Code or Name column, click the hyperlink, the underlined text to put the customer record into edit mode.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow
icon on the right-hand side middle of the screen if you need more space.
Click on the Settings tab, then scroll to the Information section.
Click on the Inactive toggle button to set it to be Yes.
Click Save.