Can't mark customer inactive because "there are unbilled chargers for this customer"
Go to customer. Filter transactions on Type "unbilled income."
On the right, click Convert to Invoice.
Set the rate to 0 and make sure the amount due on the invoice is 0. Save. Now you can make customer inactive.
Here's a report to see all customers with unbilled charges: Reports>Standard Reports>Unbilled Charges. Note: Clicking into the data on the report is useless. It just creates a new charge.
More details:
Related Articles
New Prospect and Client Intake Instructions (New Customer)
This procedure applies to inactive customers in AT as well as to customers that have not opened a ticket or been billed by us in at least one year. They are to be treated as new customers. The only difference is that instead of creating the account ...
Customer Reports Workflow
Workflow On the first of the month we have scheduled all Datto RMM reports to send with "Scheduled RMM Report: " followed by Autotask/Datto Company Name in subject. Recipient: Info@nygeekgirls.com . A PowerAutomate rule (RMMREPORTFIX1) processes the ...
Payroll Time Entry How-To and Payroll Schedule
Time Entering for Payroll We use Counter Point CHM's Isolved portal to track time for payroll purposes. You can access it via the web at https://identity.myisolved.com/ There is also a mobile app which some team members find handy for clocking in and ...
Customer is Demanding on End User support but is not a help desk customer
I scheduled your appointment for today as a courtesy; however, I'd like to remind you that this accommodation is an exception. Generally, we can’t accommodate end user support on such short notice. Your current RMM agreement does not guarantee a ...
Customer Sends Support Request to Address Other Than Support@
When a customer emails you directly, politely ask the customer to send the request to the support address: To expedite service, can you please send your support request to support@nygeekgirls.com. Thanks!