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Accounting Setup & Maintenance: Removing a debtor account in UBS

Delete a customer file

Updated over a month ago

To delete a debtor account:

  1. Go to Accounting.

  2. Go to Debtor, Enter Customer Site Opening Balance.

  3. Clear the debtor account information.

  4. Go to Debtor, Enter Customer Agent Opening Balance.

  5. Clear the debtor account information.

  6. Go to Inventory and Billing.

  7. Go to Maintenance, Customer Maintenance, Customer File Maintenance.

  8. Click Delete on the Customer's account.

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