Revenue Code Status

Inactivate a Revenue Code

In the event a Revenue Code is no longer in use, you can inactivate the code to prevent staff members in your office from using it; there is no way to permanently delete a Revenue Code.

Follow the steps below to to inactivate a Revenue Code.

  1. Select Customer Setup > Codes... > Revenue.

  2. Use the Search field to find the Revenue Code by the code or description. Or use the Show All button to view all codes. 

  3. Select the Revenue Code you want to make inactive.

  4. Place a check in the Make this code inactive box.

  5. Click Save.

Reactivate a Revenue Code

Follow the steps below to reactivate a Revenue Code. 

  1. Select Customer Setup > Codes..> Revenue.

  2. Place a check in the Include  inactive codes box.

  3. Use the Search field to find the Revenue Code by the code or description. Or use the Show All button to view all codes.

  4. Select the Revenue Code to reactivate.

  5. Click OK when “This revenue code is currently inactive.” displays.

  6. Uncheck the Make this code inactive checkbox.

  7. Click Save.