Deleting Finance Charges
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'''To delete finance charges for a customer:''' | '''To delete finance charges for a customer:''' | ||
#Perform a customer search to look up a customer. | #Perform a customer search to look up a customer. | ||
| - | #Double-click the customer from the results list. The | + | #Double-click the customer from the results list. The Customer Detail Information window opens. |
| - | #Click the | + | #Click the Order History tab. |
| - | #Right-click on the finance charge you want to delete and select | + | #Right-click on the finance charge you want to delete and select Delete. |
#If required, enter your user name and password. | #If required, enter your user name and password. | ||
Current revision
This information applies to FTD Mercury X2 Fall and later versions.
FTD Mercury allows you to delete unpaid finance charges from house accounts, providing you with flexibility for your business. Only employees who have user rights to void or cancel transactions can delete finance charges, and when an employee deletes finance charges, an entry is made in the customer life cycle indicating finance charges were deleted. When the finance charges are removed from an account, they are also removed from the order history. Only finance charges that have not been paid or partially paid can be deleted.
To delete finance charges for a customer:
- Perform a customer search to look up a customer.
- Double-click the customer from the results list. The Customer Detail Information window opens.
- Click the Order History tab.
- Right-click on the finance charge you want to delete and select Delete.
- If required, enter your user name and password.
