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Home > Billing > Initial Billing Setup > Deactivate or Inactivate an Account in your Chart of Accounts
Deactivate or Inactivate an Account in your Chart of Accounts
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When you no longer wish to use an account, best practice is to de-activate the account. By de-activating you ensure that all historical financial data associated to this account is maintained in the database. By de-activating, the account is no longer visible when assigning accounts to goods/services.

 

  1. Click Setup in the Navigation panel.
  2. Click Chart of Accounts in the Finance section. A list to the accounts currently configured in your system will be displayed.

  3. Click on the link for the account you wish to de-activate.

  4. Clear the Is Active check-box.
  5. Click Done.
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