• Making client groups inactive
• Relieving outstanding accounts receivable information
• Amounts are visible in the Outstanding column
• Cash receipts or credit notes are outstanding
• Getting the list of members in the client group and removing them from the group
• To make a client group inactive

Making client groups inactive

As with client records, you can deactivate the group until the year end close.

Two conditions must be true to allow the deactivation:

• The group cannot contain any clients.
• The client group cannot have any outstanding accounts receivable transactions in the group's account.

Any outstanding accounts receivable transactions need to be relieved and written off before deactivating the client group. This prevents entry of transactions using the client group name or number.

When viewing reports dated after the deactivation date, the client group does not appear on the report. When performing the year end close, the group, their contacts, and any transactions associated with it are excluded from the new year's file. On reports with a From and To Date prior to the deactivation date, the client group still appears on the report.

Step by step

1. Relieve outstanding accounts receivable information.
2. Get the list of members in the client group and remove them from the group.
3. Make the client group inactive