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

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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):

  1. Open an Accounts screen (show me how).
  2. Open the Debt Management screen.
  3. Click on GO to populate the grid.
  4. Right click on the grid and select Actions --> Clear Debt Stage & Grid Notes from the context menu.
  5. 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.

flashing light bulb!
Any grid notes and debt stages will remain while the screen is open. To refresh you must close and reopen the the Debt Management screen.

See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

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