How To: Clear Debt Stages and Grid Notes from the Debt Management Screen

Table Of Contents

Introduction

The Debt Management screen allows you to track customer debt using debt stages and grid notes.

Over time, customers who have paid their outstanding balances may no longer require these reminders. Khaos Control includes an option to automatically remove debt stages and grid notes for customers who no longer have any outstanding debt.

This process only affects customers who do not currently have an outstanding balance and therefore no longer appear in the Debt Management grid.

Clear Debt Stages and Grid Notes

Open an Accounts screen (show me how).
Open the Debt Management screen.
Click Go to populate the grid with current debtors.
Right-click anywhere in the grid and select:
Actions > Clear Debt Stage & Grid Notes
When prompted, click Yes to confirm.

Khaos Control will remove debt stages and Grid Notes for all customers who no longer have any outstanding debt.

Important Information

Refreshing the Screen

The debt stages and grid notes may continue to appear while the Debt Management screen remains open.

To see the updated information:

Close the Debt Management screen.
Reopen the screen.
Click Go to refresh the data.

What Is Affected?

The process will:

Remove debt stages from customers with no outstanding debt.
Remove associated grid notes from customers with no outstanding debt.
Leave debt stages and grid notes in place for customers who still owe money.

No customer balances or account transactions are changed by this process.

Tips

Run this process periodically to keep the Debt Management screen organised.
Refresh the screen after processing to verify the results.
Review any important notes before clearing them, as grid notes will be removed for qualifying customers.