Skip to main content

Next Generation - Set a customer to be inactive

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.

Note: If you do not have security profile permission to edit customer records, you will not be able to set customers to be inactive.

You can only set a customer to be inactive when:

Set an existing customer inactive

  1. 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.

  2. In the Code or Name column, click the hyperlink, the underlined text.
    ​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.

  3. Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Settings tab, then scroll to the Information section.
    ​Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit customer records.

  4. Click on the Inactive toggle button to set it to be Yes.

  5. Click Save.

Related Articles
Next Generation - Populate the Settings Tab for a customer record
Next Generation - Populate the Settings tab for a supplier record
Next Generation - Set a nominal account to be inactive
Next Generation - Set a supplier to be inactive
Next Generation - Set up a supplier and customer relationship
Did this answer your question?