How to set Customer as Inactive



Overview: 


Inactive customers are those who have not had interactions with your business or no longer acquiring your product or service for quite some time. Once the customer is set as Inactive, it cannot be seen and selected when searching for Customer in Transactions and Reports.

 



Procedure(s):


1. In Navigation Pane, Go to Customer > Customers. Click Search to view all existing customers.

 

 



2. Look for the customer to Inactive, then select by double clicking.

 




3. Click Status and choose INACTIVE. 

 

 



4. Click Save or Save and Close.

 

 

 


 

Application:

 

In transaction form e.g., Sales Invoice, Inactive customer can no longer be seen in the Customer List when searched.

 

 

 



Note: Make sure that Customer has zero running balance when setting to Inactive, otherwise, Customer related reports may have amount discrepancy.

 

 


NOTE:



For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph