Outstanding Balances Report
Answered
How can I remove inactive clients from my Outstanding Balances Report? These are people who have been billed repeatedly through the program and then billed through the mail and are NEVER going to pay. I do not need their names to keep showing up on the list.
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Hi Carol,
Currently there is no way to remove inactive clients from the Outstanding Balances Report. I recommend writing off the balances for these inactive clients so that they don't show up on this report since you don't plan to receive payments from them. This Help Center guide includes information on how to enter a write off for a client's payment: Adding insurance payments.
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