Hi there, we're moving from another accounts package and bringing the debtor opening balances over. When some of these client balances have been paid, is it possible to delete these clients? Thanks!
Hi Phil
Thanks for using Sage Community Hub.
With the customers having activity associated with them you won't be able to delete them.
However you can make the customers inactive once the balances have been paid.
To make a customer or supplier inactive:
The contact will show as Inactive in the list. For more information please see the help article below:
Make customer and supplier records inactive >
If this answers your query please select Verify Answer.
Regards
Aziz
Sage UKI
Hi Aziz,
That's perfect, thanks a million for your help with this!
Kind Regards
Phil
*Community Hub is the new name for Sage City