Change Customer to Inactive Status

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Written by Steven
Updated 1 year ago

To change a customer to inactive, click the Customer Tab> Customers

Find the customer you want to switch to inactive.

Once on the customer's profile, click on the "Status" setting and change it to Inactive.

After changing the status to inactive, a pop-up will appear asking, "Do you also want to remove all open visits and invoices not sent for this customer?"

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