How do I delete statements?

Remove transaction history.

Once a statement is printed for the customer, transactions may not be added or modified prior to the last statement date. Use Delete Statements when you need to reprint a statement. Situations that may involve reprinting a statement include adding or changing information that will appear on the statement or will be used to calculate information on the statement.

In this Topic

How do I delete statements?
1. Before you get started
2. Deleting statements

Before you get started

Back up the Accounts Receivable database. See the help topic titled How do I back up the database?

Deleting statements

1. Open Connect Accounts Receivable > Organization > Delete Statements.

2. Enter the Statement Date.

The statements that were created on the selected statement date will be deleted when you run this routine.

Which statement date do you wish to use to delete statements?

Use the Statement Date field to select the statement date that you wish to delete

3. Enter the Customer.Customer number.

You can use this field to delete statement dates by customer number.

Do you want to delete statements for all customers?

Yes, delete statements for all customers. Use the Selection Criteria to select All as the Customer.Customer number.
No, let me choose which customer statements will be deleted. Double-click the Customer.Customer number value. Then, use the Values form to enter a number or range. Use a comma (,) to separate each entry. Use a dash (-) to separate a range.

4. Click GO (CTRL+G).

The statement is deleted.