goldcoastwebdesign
Level 2

Account management

Thanks for your quick reply...so, 'removing them' doesn't mean it removes them from appearing on any reports, correct ?  If not, then it seems like, from the threads above, it would be a good feature to have...the Customer Balance Detail Report is very important in daily use and it's very messy with all the INACTIVE customers on it. Above, one of your team members mentioned I can exclude those with a Zero Balance but that is not desirable since I want to see the invoice and payment history, even if their current balance is zero. Seems that  checkbox exists on the Report Options, but does not have any effect...see attached..