Page Comparison

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1. If customer has a final account balance due that they are not going to pay, write it off

   1. PCR-360: Enter and process a quasi-payment in Admin > Billing > Payments > Add, confirm balance goes to $0

      1. Method of payment: “Write Off”

      2. Description: “Write off final balance”

      3. Everything else (date, invoices, amount, etc.) like a normal payment

   2. Cash Customers: enter a matching quasi-payment line “Write off final balance” so balance goes to $0

2. Move customer rows on Contact Information onto Inactive Contacts tab

3. Move tab in Cash Customers after STOP BOOKEND tab and hide connected row on the Receivables tab

4. Mark customer in PCR-360 (Catalog > G/L Accounts) as Inactive

5. Move In Departmental Hierarchy, find customer Department under CASH category and move into Inactive Retail Customers category (in Departmental Hierarchy)subcategory

Review balance/bills

Reporting > Bills/Calls > GLA Account Management

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