Make customer and supplier records inactive
By default, all new customer or supplier contacts are Active. This allows you to select them in new transactions and throughout Accounting.
Over time, you may have contacts you no longer do business with. Make thes unused contacts Inactive to prevent new transactions being entered for them.
How it works
Once a contact is inactive, we remove it from the selection list for new transactions. This prevents new transactions from being created for the contact.
For audit purposes, the contact isn't deleted from existing transactions or reports.
If you need to edit an existing transaction, first make the contact Active again.
Outstanding balances
You cannot make a contact inactive, when it has an outstanding balance. This to make sure that you don't have left over unpaid invoices.
Make sure all outstanding payments and credit notes are allocated first.
Consider writing off any invoices that are bad debts and will never be paid. Read How to write off a sales invoice to bad debt
Make a contact inactive
To make a customer or supplier inactive:
- Select Contacts, Customers or Suppliers.
- Select Active under Account Status.
- Set the status to Inactive and then Save.
The contact will show as Inactive in the list.
Make a contact active
To make a customer or supplier active:
- Select Contacts, Customers or Suppliers.
- Select Inactive under Account Status.
- Set the status to Active and then Save.
The contact will show as Active in the list of contacts.
Filter contacts by status
To filter the list of customers or suppliers by status:
- Select Contacts, Customers or Suppliers.
- Select Filter at the top of the list.
- Set By status to All, Active, or Inactive and then select Close.
The list will show only contacts that match the selected status.
