Make a customer 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.

  1. In the Customers screen, click a customer record.
  2. Click  Edit.
  3. Mark the Make customer inactive checkbox.
  4. 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.
  1. Tap More > Customers > customer name > Edit.
  2. Tap Active.
  3. Tap 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, tap in the Customers screen > Show Inactive Customers > Apply. Inactive customers appear in italicized text in the list.
  • To reactivate the customer, tap the customer record in the Customers screen, tap Edit > Active > Save.
  1. Tap More > Customers > customer name >
  2. Tap Active.
  3. Tap

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, tap in the Customers screen > Show Inactive > Apply. Inactive customers appear in italicized text in the list.
  • To reactivate the customer, tap the customer record in the Customers screen, tap > Active >

The availability of some or all of these features depends on your OnBalance bundle.


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