How To: Clear Debt Stages and Grid Notes from the Debt Management Screen
To clear any Debt Stages and Grid Notes for customers that DO NOT have an outstanding debt (i.e. they are not listed in the grid):
- Open an Accounts screen .
- Open the Debt Management screen.
- Click on
GO
to populate the grid. - Right click on the grid and select
Actions
-->Clear Debt Stage & Grid Notes
from the context menu. - Click Yes to the dialog, the Debt stages and grid notes for all customers that do not currently have a debt outstanding against them will be removed.