Archive a customer

Steps

  1. Navigate "Sales > Customers," click name of customer you wish to Archive
  2. On edit customer details page click "More Settings"
  3. Select option to "archive customer" under "Other Information"
  4. Check customer appears as archived in "Customers"

Guide Information

  • Difficulty: Beginner
  • Estimated Completion Time: 2 minutes

Archiving a customer removes them from any drop down lists, if the Customer has no payments associated with them you can also delete them.

Step 1.

Navigate “Sales > Customers” and click on the name of the customer you wish to Archive.

Customer To Archive Highlighted

Step 2.

On the edit customer details page click “More Settings”.

Step 3.

Under “Other Information” select Yes from the “Archive” field, then click “”Save.”

Edit Customer Details Page

Archive Customer

Step 4.

After clicking “Save”, Navigate “Sales > Customers.” The customer will appear in the customer list as Archived.

Customer Archived

Archived Customer