Making a Debtor Account Inactive

Making a Debtor account inactive will hide it from the default search view, and from search lookups from other transaction windows. However, you can still choose to include inactive accounts in your search, and then process a transaction such as a Debtor Invoice or Sales Order for an inactive account.

You cannot make a Debtor account inactive that has an outstanding balance. In this case, the Active checkbox is greyed out and unavailable for selection in the Details1 tab. To make a Debtor account with an outstanding balance inactive, the Debtor first has to settle the outstanding balance, and then the account can be made inactive.

In the Debtor Accounts window, locate the Debtor account you want to make inactive.
Check that the balance showing in the Balance column is zero. If so, double-click on the Debtor.
Clear the Active checkbox, then click Save.

Note: New Debtor accounts can be automatically set to Active or Inactive by configuring the Set new debtor accounts as active Company-level profile setting.