Clearing member account balances to zero - process to be run in XPOS
STEP 1 - XCLUB
- Build a Search of members with an account balance i.e. More than 0.01
- To identify the members with account balances to be cleared, create a new Mail Type i.e. Expire Acc 2018
- Apply the new Mail Type to your search using the Global Change feature
- To exclude a member from the account clearing process, change their Mail Type back to none
STEP 2 - XPOS
- Print list of current account balances (Reports > Customer > Customer Balances)
- Select report Date and Balance
- Select Print Preview
- Print or export the report
STEP 3 - XPOS
- Clear account balances (Customers > Print Letters)
- Select NO to use the current customer listing
- Select your Mail Type from the drop menu in the Customer Search window
- Select Search
- Enter details in the Letter window as indicated in the image below
- Select Print/Preview
- Export the and save the files as PDF to maintain a record of the accounts cleared
- Close the Print Preview
- Select YES, the letters have printed successfully
- Select OK, the account balances cleared successfully
Customer Search window:
Letter Window:
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