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To delete a billing record

You can delete billing records that display on the Billing tab, provided your administrator has assigned you the appropriate permissions.

Note: Accrual dues subscription records with a non-zero balance cannot be deleted from the Billing tab.

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Find a customer's record.
  3. Select the Billing tab.
  4. Select the record you want to delete.
  5. Press Delete on the keyboard. A message displays asking you to confirm the deletion:
    • Click Yes to have the record deleted from the tab and the database; or
    • Click No to cancel the deletion.

      Note: If no record in the Billing tab has the focus, pressing Delete will have no effect.

See Also

Viewing Billing Items

Manage customers window - Billing tab

To view a billing item


ASI logo 10.6 Production Release. Updated 2/23/2006 10:24:04 AM
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