We can have 2 types of debts that we want to delete:
1. Unbilled debts:
We have a debt on the customer's profile, but without any associated document.
We will go to Debts, inside the customer's profile under Billing and collection, and try to identify where it comes from:
In this example, the debts come from court reservations.
It could also be that the debt belongs to a membership, an academy fee... in other words, a monthly service. In that case, we would access the "Memberships" tab, for example, and cancel the service using the same date as the registration date.
Another option would be, if we verify that the debt has not been billed (the Bill. checkbox is not ticked and no Document number appears), we can then delete the debt by clicking either on the red "X" or on the icon showing a document with a green "0".
2. Billed debts, but pending payment. A ticket or invoice has already been generated, but it is still pending payment.
The process would be the same, but if upon reaching the last step we see that a document has indeed been generated (the Bill. checkbox is ticked and a Document number exists), then we can no longer simply delete it.
We would need to issue a credit note for the document to cancel it—meaning we would create a new document with a negative amount that offsets the original balance.
We explain it to you in the following link: