Re: [GNC] Delete a customer

2018-05-29 Thread Adrien Monteleone
That’s the same thing you can do for a customer but some fields might be 
required.

I usually put a ‘use-next’ in the customer/bill/invoice/vendor number field so 
it shows up in listings and dummy info in any other required fields.

You can also if desired set up (or use an already cleared customer) to assign 
those cleared invoices to get them off the client’s customer report.

You can also mark any of those data items as ‘inactive’.

Regards,
Adrien

> On May 29, 2018, at 3:00 PM, Rich Shepard  wrote:
> 
> On Tue, 29 May 2018, Adrien Monteleone wrote:
> 
>> How did you delete the invoice? There’s no function to do so. All you can
>> do with bills, invoices, vouchers, customers, vendors and employees is
>> simply re-use them for someone/something else.
> 
> Adrien,
> 
>  Cleared content from each field. But, it still shows up as an invoice for
> the client.
> 
> Regards,
> 
> Rich
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Re: [GNC] Delete a customer

2018-05-29 Thread Rich Shepard

On Tue, 29 May 2018, Derek Atkins wrote:


It will do that until you go and select a new customer.


Derek,

  That's fine. As long as it doesn't appear in a register it doesn't matter
to me.

  If you have thoughts on why vendor payments are not appearing in the A/P
register to offset their invoices I'd certainly benefit from your expertise.
I'm finally trying to get all accounts properly balanced and reconciled and
would like to do this by the end of the month.

Best regards,

Rich


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Re: [GNC] Delete a customer

2018-05-29 Thread Derek Atkins
Rich,

On Tue, May 29, 2018 4:00 pm, Rich Shepard wrote:
> On Tue, 29 May 2018, Adrien Monteleone wrote:
>
>> How did you delete the invoice? There’s no function to do so. All you
>> can
>> do with bills, invoices, vouchers, customers, vendors and employees is
>> simply re-use them for someone/something else.
>
> Adrien,
>
>Cleared content from each field. But, it still shows up as an invoice
> for
> the client.

It will do that until you go and select a new customer.

Alternately, you could create an "Orphan Invoices" customer and assign it
there for now?

> Regards,
>
> Rich

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-derek
-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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Re: [GNC] Delete a customer

2018-05-29 Thread Rich Shepard

On Tue, 29 May 2018, Adrien Monteleone wrote:


How did you delete the invoice? There’s no function to do so. All you can
do with bills, invoices, vouchers, customers, vendors and employees is
simply re-use them for someone/something else.


Adrien,

  Cleared content from each field. But, it still shows up as an invoice for
the client.

Regards,

Rich
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Re: [GNC] Delete a customer

2018-05-29 Thread Adrien Monteleone
How did you delete the invoice? There’s no function to do so. All you can do 
with bills, invoices, vouchers, customers, vendors and employees is simply 
re-use them for someone/something else.

Regards,
Adrien

> On May 29, 2018, at 11:18 AM, Rich Shepard  wrote:
> 
>  Cleaning up the A/R account. I sent an invoice to a client who said he
> wanted to hire me, but he refused to pay the invoice. Ergo, he is not a
> customer. I deleted the invoice I posted but cannot delete the customer
> record. The Guide does not seem to have this information.
> 
> Thanks in advance,
> 
> Rich
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Re: [GNC] Delete a customer [RESOLVED]

2018-05-29 Thread Rich Shepard

On Tue, 29 May 2018, Maf. King wrote:


I don't believe you *can* delete a customer. You may be able to edit all
the details and re-use the data object. YMMV,


Maf,

  As there is no delete option nor mention in the guide I got the impression
that once entered the record is permanent.

  I can re-use the client number and thought this would be the way to
correct the situation.

Best regards,

Rich
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Re: [GNC] Delete a customer

2018-05-29 Thread Maf. King
On Tuesday, 29 May 2018 17:18:47 BST Rich Shepard wrote:
>Cleaning up the A/R account. I sent an invoice to a client who said he
> wanted to hire me, but he refused to pay the invoice. Ergo, he is not a
> customer. I deleted the invoice I posted but cannot delete the customer
> record. The Guide does not seem to have this information.
> 
> Thanks in advance,
> 
> Rich

Hi,

I don't believe you *can* delete a customer.  You may be able to edit all the 
details and re-use the data object.  YMMV,

Maf.
 


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[GNC] Delete a customer

2018-05-29 Thread Rich Shepard

  Cleaning up the A/R account. I sent an invoice to a client who said he
wanted to hire me, but he refused to pay the invoice. Ergo, he is not a
customer. I deleted the invoice I posted but cannot delete the customer
record. The Guide does not seem to have this information.

Thanks in advance,

Rich
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