How do I archive or delete a client?
Archive a client to hide them; their quotes and invoices stay. Delete only a client with nothing that has to stay on your records.
Step 1: Open the client.
Step 2: Tap Archive client: they’re hidden from your list and from new quotes and invoices.
Step 3: Or tap Delete client, then Delete: they’re gone for good.
Step 1: Open the client.
Step 2: Choose Archive client: they’re hidden from your list and from new quotes and invoices.
Step 3: Or choose Delete client, then confirm: they’re gone for good.
A client with a quote, invoice or credit note that has to stay on your records (anything sent, accepted, declined or paid, a credit note, or an invoice opened to take payment) can’t be deleted: archive them instead. Only the owner and admins can delete.
To use an archived client again, show the archived ones on Clients, open them and choose Unarchive.
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