Close a Customer

OBJECTIVE

The Close a Customer function is used to make a customer record inactive to prevent the entry of new transactions for the customer. A closed customer is no longer accessible in options for defining contracts or entering sales transactions (for example, customer order, contract management, sale, etc.).

 

PREREQUISITE 

  • Customer Management

 

Steps

 

 

Close a customer

  1. Select a customer by clicking on the line.
  2. Click the Close a Customer icon.

 

A customer cannot be closed if transactions linked to the customer remain incomplete in the system (for example, A/R balance, unprinted invoices, etc.).

 

See also

  • Reopen a Customer
  • Block a Customer