Good morning, I have been using Quickfile since 2013 and we have changed the way we work now. Previously we used to sell through ebay and had Paypal link all the payments to Quickfile to create the invoices.
Now we no longer sell through ebay I find we have hundreds of customers who are no longer active. Is it possible to set up a report to show any customers who we have not invoiced over the last 7 years for example and then delete them all? I know deleting them will not get rid of the historic invoices which is great and will hopefully just make finding current customers that bit easier as we won’t have, for example, 70+ customers called James!
Thank you for any help you can give me.
Sharon
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Hello @Sharon_Thornton
You can view the client list and search for an old date range like in the example below. All the accounts with zero in the invoiced (Gross) column have no invoices in the searched period.
You can then delete accounts 50 (1 page) at a time.
Awesome thank you.
I hadn’t seen the date range but I hadn’t clicked the total invoiced box.
Cheers
Sharon
This is really helpful but it would be more helpful if:
- there was a search box for the selected columns value as well - I.e. gross income
- Predefined date ranges as on other screens (including one for past 6 financial years)
- A way of saving the search parameters when saving a link to the page in the custom side menu - See separate feature request
