Accounting Ideas

Disable Monthly statements for Inactive customers

Inactive customers are excluded from statement runs but if they have scheduled monthly statements active then these continue to be sent.

It would be great if marking a customer as inactive blocked or deactvated these.

  • Guest
  • Sep 13 2022
  • One For The Future
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  • Guest commented
    8 Nov, 2022 09:46am

    Yes. I believe that it is useless to send the statements because, a customer can only be inactivated if it has zero balance.