Archive A Client or Supplier

Archive a client or supplier record but retain a history of work completed or billed for that client

Updated over a week ago

  • Navigate to the main Clients & Suppliers grid.

  • Search for the Client or Supplier and click the Active Icon next to the Client or Supplier to make them “Inactive”

  • This archives that client and means they will not appear anywhere such as when creating a job or invoice or purchase order, etc.

  • To unarchive the client click the Active Icon I can't again and the client in question will become available for selection.

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