Archive or delete a customer
Hide customers you no longer work with without losing their history, or delete one added by mistake.
Archive customers you don't sell to anymore: they leave your customer list but keep every quote, invoice and payment. Delete only a customer you added by mistake.
Archive a customer
- Open the customer.
- Click Archive.
Archived customers are hidden from the customer list. To see them, set the Status filter to Archived. To bring one back, open them and click Unarchive.
Change a customer's status
A customer's Status can also be Lead, Active or Inactive. A lead becomes active with their first invoice. To change it yourself, click Edit, open More options and choose the Status.
Delete a customer
Owners and admins can delete a customer.
- Open the customer.
- Click Delete and confirm.
Deleting can't be undone. A customer who has, or ever had, an address on file can't be deleted: SKUFlow says "This customer has addresses on file. Keep the customer to preserve their history." Archive them instead.