TIP: Can't Remove Customer Due To Charged Balance?

Manager SE Settings, Defaults, Database
Locked
veldman
25 Club: Starting Contributor
Posts: 34
Joined: Thu Apr 30, 2009 7:30 am

TIP: Can't Remove Customer Due To Charged Balance?

Post by veldman »

I am trying to remove a customer from Mitchell. An error keeps coming up that the customer has a charged/credit balance and can't remove. I clicked the update customer button in upper right hand corner but I am not able to edit the charge box to 0 so I can delete them. What can I do?
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: Can't Remove Customer Due To Charged Balance?

Post by ricmorin »

You don't edit the Charged field. You make an account adjustment to make the total equal to zero. Once it is zero you should be able to delete them.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
veldman
25 Club: Starting Contributor
Posts: 34
Joined: Thu Apr 30, 2009 7:30 am

Re: Can't Remove Customer Due To Charged Balance?

Post by veldman »

How do I make an account adjustment?
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: Can't Remove Customer Due To Charged Balance?

Post by ricmorin »

Right from where you were, the Update Customer window. You'll need to enter a value that will cancel out any outstanding balance/credit.

You can also do this from the payments section if you want a paper trail, but seeing as you're deleting a customer, my guess is that's not needed. :?:
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
veldman
25 Club: Starting Contributor
Posts: 34
Joined: Thu Apr 30, 2009 7:30 am

Re: Can't Remove Customer Due To Charged Balance?

Post by veldman »

It worked thanks!!
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: Can't Remove Customer Due To Charged Balance?

Post by ricmorin »

Anytime! :D :D
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
Locked

Return to “Database + Settings”