Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
NSC | Setting the Billing Account to Inactive
Scenario
The user wanted to set a Billing Account record to Inactive to prevent it from being used in future transactions or processes, typically because it is no longer relevant, has been replaced, or is outdated. This helps them maintain data accuracy, streamline record selection, and reduce clutter in the system without permanently deleting historical data.
Solution
- Navigate to Lists > Relationships > Billing Accounts
- Edit the Billing Account record.
- Under Classification section, find the Inactive field.
- Mark the checkbox
- Then Save the changes.
Note
If there are Open Invoices related to the Billing Account that needs to be tagged as Fully Paid
Judy Culanding | RPM | New to NetSuite
Learn how to Refer a member | Earn the Answer Accepter Badge | Be the Content Creator of the Quarter | Vote for the content you want to see!
0