How to archive a Smart Payment Agreement™

To archive a Smart Payment Agreement™, follow these steps:

1. To archive a pending Agreement (an Agreement that has not yet been accepted by a paying customer), navigate to the Customers page, and locate the relevant customer record using the available search and filter options.
   
   
2. Once you access the customer agreement dashboard, locate the Actions tile, which contains several buttons. Select the Archive option.
   
   
3. A confirmation pop-up window will appear, displaying the details of the action. Confirm your decision by selecting Archive or discontinue the process by choosing Cancel.
   
   

Note: If you need to reverse an Agreement archival, you can easily do so by following the same steps and selecting the Reopen button instead.