Archiving a Customer

Archiving a Customer

if you no longer do business with a customer, you can archive them to hide them from okke without deleting any transaction history. Once a customer is archived, they'll no longer appear as suggestions when creating Invoices or Income entries.

Archive a Customer from the Overview Page
  1. Navigate to Customers in the Sidebar
  2. Click on the Customer to navigate to the Overview page
  3. Click on the  button on the Top-Right
  4. Select Archive from the dropdown menu
  5. You're done! 
Archive a Customer from the Customer List
  1. Navigate to Customers in the Sidebar
  2. Click on the  button at the end of the row of the customer you wish to archive
  3. Select Archive from the dropdown menu
  4. You're done! 
 


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