A customer may need to be archived if they are no longer using your services and any associated contracts have been cancelled. Archiving a customer helps keep your records accurate by marking the account as inactive while retaining the customer's information.
A customer can be archived once they have no active payments or schedules.
Archive a Customer via Customers/Contracts
Click the Direct Debits tab on the left-hand side.
Under the Customers/Contracts panel, click Search customers.
Enter the customer's name, bank reference, or other identifying information.
Use the Filter icon to refine your search, if required.
Locate the customer within the table and scroll across to the Actions column.
Click the Boxed Folder icon to archive the customer.
A confirmation message will appear and click Archive Customer to confirm.
Once archived, the customer's status will update to Inactive.
Archive a Customer within the customer panel
đNote: If the customer has active contracts, these will be cancelled as part of the archive process. You can also add an optional comment, which will be recorded against each affected contract.
Click the Direct Debits tab on the left-hand side.
Locate the relevant customer from the Customers/Contracts table.
Click the customer's record to view their details.
From the Customer Information section, click Archive Customer.
A confirmation window will appear showing the contracts that will be cancelled.
Enter a comment if required and click Archive Customer to confirm.
Once archived, the customer's status will update to Inactive.
đNote: To reinstate an archived customer, add a contract to their record.