Purging A/R Direct Debits

  1. Open the A/R Direct Debit Purge form.
  2. Select the range of direct debit records you want to purge.
  3. Select the statuses of the direct debits that you want to purge:
    • Cancelled
    • Paid
    • Voided
  4. To review the list of direct debits that will be purged before actually deleting them, select Preview and then click Process. The grid at the bottom of the form is updated with the list of records that match your selection criteria.
  5. After reviewing the list and optionally making changes to the selection criteria, to purge the records, select Commit and then click Process.
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