Historical Transactions

Question

Hi, 
 I entered transactions in historical mode that I want to move to another customer (there are two different names on the invoices, but they are the same customer). 
 So, I wanted to delete the transactions and delete the second customer account. I reversed all the invoices by putting in payments, but I am unable to delete the customer. 
 Is there any way to get rid of this information?

Richard S. Ridings · Accepted Answer

Merging customers from the Maintenance menu would have been the ideal solution and would have prevented the need to record the historical payments. 
 To delete the customer, you need to clear the paid historical transactions. So Backup your file, then open Receipts and pick the customer you wish to delete. If any invoices show up, you will not be able to delete the customer. You need to make sure they are paid. You said this was done but I always check anyway. 
 Then go to Maintenance, Clear Data, Clear Paid Transactions, Clear Paid Customer Transactions. 
 Pick the customer, pick a date and hit Ok. 
 Then you should be able to delete the customer.

Sage 50 Canada

Historical Transactions

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