How to archive a customer
Go to the Customers view
Select the customer you want to archive
From the side drawer, click More actions → Archive customer
Confirm the action
What happens when you archive a customer
The customer is removed from the active Adfin console
You can no longer create or import new invoices for the customer
You retain full access to the customer’s payment and invoice history
The customer can be reactivated at any time
How to reactivate an archived customer
Go to the Customers view
Use the Visibility filter and select Archived
Select the archived customer
From the side drawer, click More actions → Reactivate customer
Once reactivated, the customer will return to your active customer list and can be invoiced as normal.
Archiving several customers at once
To archive customers in bulk, tick them in the Customers list and click the Archive customers icon in the action bar at the bottom of the screen, then confirm.
One thing to note: you can only archive customers with nothing outstanding. If any selected customer still has pending, outstanding or overdue payments, the action stays disabled, so settle or cancel those first.
Archiving never deletes anything. You keep each customer's full payment and invoice history, and you can reactivate any of them later.