User Support Forum

Hi everyone,

A quick question regarding deletion of accounts receivable customers and/or invoices which I am not able to do.
I'm using version 10 -12/13/2006 and wondering why when I go to "Delete old customers or invoices" it will not delete them? Is this a glitch in the program or is there something I need to do before going to the "Delete old etc...." ?

jazzycatone wrote:Hi everyone,

A quick question regarding deletion of accounts receivable customers and/or invoices which I am not able to do.
I'm using version 10 -12/13/2006 and wondering why when I go to "Delete old customers or invoices" it will not delete them? Is this a glitch in the program or is there something I need to do before going to the "Delete old etc...." ?

In both the manual, and the online help, it lists the same info:

1. Head to the delete old customer or payments data
2. Select the customer or invoice button and enter either the 'Last Buy Date', or the range of invoice data to delete.

However, the note says that "a customer must have no activity recorded in the unposted or posted AR file before they can be deleted.

So it sounds like you must first clean out old invoices, then you can do customers that have not done any 'business' with you since the end date of the invoice data delete range.

I'm sure that one of the PC+ staff will drop by on Tuesday to elaborate on that 'note' in the help file.

Thanks Neil
Guess I just missed the instructions in the manual - too much to take in all at once.