Archiving a Customer

Created by Elizabeth Whyte, Modified on Wed, 3 Jul, 2024 at 11:04 AM by Elizabeth Whyte

To archive a customer, follow these steps:

Select the Customers button on the top navigation menu to access the Customers page.
Choose the desired customer from the list or use the search bar and filters to locate the customer record.
Select the arrow icon (manage) to load the customer's overview page. Alternatively, you can click on the customer information line and choose Edit details.
Click on the pencil (edit) icon at the top left of the customer overview to open the edit customer window.
Within the edit customer window, click the Archive button to archive the customer.
Please note that archiving a customer with incomplete agreements will cancel any future payments or collections. You will be prompted to confirm your intentions before proceeding.
To view archived customers, return to the Customers page and apply the "Show Archived Customers" filter within the search bar.