Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

Vendor information that can be purged:

  • Invoices and credit memos that have been paid in full
  • Checks that have been cleared or voided
  • Fully generated recurring invoices

Vendor information that cannot be purged:

  • Transactions linked to other ineligible transactions
  • 1099 vendor summary information

For more information, refer to: