Make customers inactive
If you no longer provide services or products for a customer, you can make the customer inactive instead of deleting them. You can make a customer inactive only if their outstanding balance is $0.
- In the Customers screen,
click a customer record.
To open the Customers screen, click Customers in the navigation panel.
For more information, see Customers.
- Click Edit.
- Mark the Make customer inactive checkbox.
- Click Save.
Notes
- When you make a customer inactive, that customer will no longer appear in the list of customers in the Customers screen by default. Also, the inactive customer will not appear in the Customer field in the New Sale screen.
- To view inactive customers, mark the Include Inactive checkbox in the Customers screen. Inactive customers appear in italicized text in the list.
- To reactivate the customer, click the customer record in the Customers screen, click Edit, clear the Make customer inactive checkbox, and click Save.