Amend or Delete Selected Receivable Contracts

Amend or Delete Selected Receivable Contracts in bulk.

Introduction

Amend or Delete Receivable Contracts

To Amend the selected Receivable contracts

To Delete the selected Receivable contracts

Introduction

You can you update the percentages for client prices for several selected Receivable Contracts at once, and you can delete several selected Receivable Contracts at once.

This is quicker than updating or deleting Receivable Contracts individually.

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Amend or Delete Selected Receivable Contracts

• Start at Receivables > Receivable Contracts.
• Select at least one search criteria, e.g. Receivable contract group or Client (receivable account) from the dropdown lists. You can also select from the Advanced search options.
• Click Search.
• Check the selection boxes on the left for each line that you wish to update or delete.
• Click the down arrow beside Import and / or export contracts to select the action you want to perform.

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To Amend the selected Receivable contracts:

• Click Amend selected contracts.

In the Amend receivable contract window, the contracts you have selected will be displayed. Here you can either increase or decrease the client price by a percentage, or enter an exact discount amount. 

• Increase client price by percent: Enter a percentage to increase the client price by; or,
• Decrease client price by percent: Enter a percentage to decrease the client price by; or,
• Exact discount amount: Enter the exact discount amount you want.

• Click Update all listed contracts.
• Click Close.

Prices / discounts will be updated for all your selected Receivable Contracts.

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To Delete the selected Receivable contracts:

• Click Delete selected contracts.

In the Confirm window:

• Click Yes.

This will delete the selected Receivable Contracts.

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