Making your life easier is our goal, so if you receive an error when attempting to deactivate a record in Recent Signups, there are a few simple steps you can take to remove these errors and move on.
Typically, you can spot these errors before deactivating the records. Look for records with an obvious overdue balance or staff members attached to the record.
This member cannot be deleted because it has a non-zero balance.
If you receive this message, it is because the record you are trying to deactivate has an open balance, most likely a dues invoice, that needs to be resolved before deleting.
If this is the case:
Navigate to the particular record.
On the Transactions tab, find the dues invoice.
Check the box on the left of the transaction row.
Click Batch Actions.
Choose Non-renew & Credit to issue a credit memo for the invoice.
This member cannot be made inactive because it has sub members.
If you receive this error, it is because the record has staff or sub-customers attached.
If this is the case:
Navigate to the record.
Check the Staff and Sub-Customers tabs for any sub members.
Navigate to the sub member record.
Remove the original record as the parent and Save.
This member cannot be deleted because it has sub members and a non-zero balance.
If you receive this error, it is a combination of the errors above. Please follow the steps on both errors above to deactivate this record. Please note that sometimes removing the sub-customer will take care of the non-zero balance issue, so we would recommend taking that step first.