Examples & Tutorials
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Close Debtor

Closing a debtor clears any incomplete Contacts for the debtor.

When you change the mode to Closed, you will be asked if you want to close the debtor. Say 'yes' to 'Clear all pending contacts'. This will NOT delete any contact that has the "Do not autodelete" switch set. In progress Promises and Transactions are marked 'Completed'. Closing a debtor does not change the debtor's status.

tip.gif Please be aware that Closed debtors are NOT deleted from the database, simply removed from the Operators' WIP lists.

The debtor can also be closed by posting debtor payments and through contact plans. Choose Payment Posting Options from System, Preferences, Plans and Reference Tables.

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