Delete Inactive Customers

Check this box to purge inactive customers (status of “Inactive” in AR Customers) from the AR files. When checked, monthly totals will be cleared for the AR Company and customer, as long as no transactions exist for that customer and AR company. If no other companies have monthly totals for the customer, the customer will then be purged from the Customer Master.

Note: To purge a customer from the Customer Master that is shared by other companies, you must purge paid invoices for the customer in the ‘sharing’ companies, as well as purge the monthly totals by checking this option in each company. Only then will the ‘inactive’ customer be deleted from the Customer Master.

Do not check this box if you do not want to purge inactive customers.