Deleting debtors or making them inactive

If you no longer need to use a debtor in Synergetic you can either:

make the debtor inactive
delete the debtor permanently.
Note: It is recommended that you make the debtor inactive rather than deleting the debtor and their details.

To completely remove someone from the community database, see Deleting community members in the Community manual.

Making a debtor inactive

To inactivate a debtor:

Open the General tab of the Debtor Maintenance window. See Debtor Maintenance - General tab.
The General tab of the Debtor Maintenance window is displayed.
Click .
The following window is displayed.
Click .
The debtor is made inactive.

Note: The debtor is only able to be set to inactive if they have a zero balance (neither positive nor negative) and Synergetic expects that there will be no further debts. For example, a debtor with current or future students cannot be made inactive. Any auto payments for the debtor are automatically put on hold.

Note: You can activate a debtor at a later date by clicking .

Deleting a debtor permanently

To keep the person's details in the community database but remove them from the Debtors constituency:

Select Module > Debtors > Debtor Maintenance from the main menu.
Tip: You can also access the debtor functions by clicking .
Search for the debtor. See Searching for debtors.
The Debtor tab of the Debtor Maintenance window is displayed.
Either:
- select File > Delete from the main menu
- right click on the Debtor Selector grid and select Delete
- press Ctrl + D.
  Note: A debtor must pay off all their debts before their record can be deleted.
The following window is displayed.
Type DELETE.
Click .
The debtor and all related history is permanently deleted from Synergetic.

Note: If your organisation is running several financial databases, this process removes the debtor from all of the finance databases.

Last modified: 3/09/2013 5:20:27 PM