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Deleting an Account

The following 4 conditions must be met in order for an Account Record to be deleted.

  1. The account balance must be 0. If the account balance is not 0, a message will display listing the current balance.
  2. If the account balance is 0, all transactions must be closed (for open item accounts) and all transactions must have already appeared on a statement.
  3. There must not be any non-completed tickets for the account. If there are non-completed tickets, a message will display with a list of the transaction(s) number(s) so they can be investigated.
  4. There must not be any future appointments for the account. If future appointments have been scheduled, a message will display with a list of the appointment date(s) so they can be investigated.


See also

Deleting an Inventory Item