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Purging customer store credit balances will allow you to remove customers store credit balances based on the filtering criteria.
To purge customer store credits:
1. | From the Tools Menu choose Purge|Customer|Store Credit Balances. |
2. | Press the Next button to display the Purge Criteria screen. |
3. | Press the Set Purge Filter Criteria button to display the Filter Screen. By Default the Filter is set to the previous year. |
4. | Press the OK button to set the filter criteria and then the Next button to display the Run Purge screen. |
5. | Press the Run Store Credit Purge button to run the purge. |
The purge will remove store credit balances issued prior to a particular date. You should check your local and state local regulations before you purge store credit balances.
Note: Before purging you should do the following:
1. | Backup your data. |
2. | Print all appropriate reports for the period you are purging. |