Archive, restore or delete customers

If you no longer work with a customer, archive it: it can’t be picked any more, for example when you write an invoice. Everything that belongs to it stays — its documents, its overview, its history.

Archive and restore

In the customer list, the Status column has a switch for every customer — the same switch is in the customer details on its overview:

• Archive: switch it off for an active customer. You see [Name] was archived.
• Restore: switch it back on for an archived customer. You see [Name] was restored. — with the same customer number.

Both happen right away — the customer stays in the list, so you can switch it straight back. To see only the archived customers, use All statuses → Archived.

If recurring invoices run for the customer, UNENO asks first: they pause at their next run.

Delete a customer

You can only delete a customer that isn’t used anywhere — one you added by mistake, for example. A customer in use stays, so its overview stays too; archive it instead.

1. Click ⋮ → Delete on the customer — for active and archived customers alike.

2. If the customer isn’t used anywhere, confirm with Delete. This can’t be undone. You see [Name] was permanently deleted.

3. If it’s still in use, the window Customer still in use tells you where and how often. Archive instead archives it right away.

   

Good to know

• Your documents stay untouched. Every issued quote and invoice contains the customer details of the day it was issued — even if you archive the customer.
• Drafts count as use. A draft doesn’t have its own copy of the customer details yet — as long as it exists, the customer stays.
• The customer number isn’t reused — not even while the customer is archived.
• Archiving, restoring and deleting need the Delete permission under Customers. Without it you see the status without a switch.