Deactivate customer

This section provides information on how different elements in Practice management are affected when you deactivate a customer.

1. Go to Customers in the main menu.

2. Select the customer to be deactivated.

3. Click on the button under Active.

A wizard will now open, showing details if anything needs to be fixed before the deactivation can be done.

Information will be displayed if:

• There are time entries and/or outlays linked to the customer that have not yet been invoiced: These hours/outlays will be included in the next customer invoice, but we recommend that you finalize the invoicing before the customer is deactivated.

• The customer has an active pricing:

  • All pricing linked to the customer remains active, but it isn't possible to update or add new pricing.

  • If the customer has an active fixed price, it's not possible to add new invoice occasions. If there are ongoing invoice occasions, they will be invoiced on the scheduled date, even after deactivation.

• There are planned hours for the customer: There are planned hours for future periods. If the customer is deactivated, the hours will still appear in the resource planning if Show inactive is selected, but they can no longer be updated or deleted.

• Customer has active collaborations: You can still continue to work with those solutions, but we recommend that you end the collaboration before deactivating the customer.

  Go to Settings - Collaborations to get an overview of the collaborations you have.

• The customer is the Main/parent company in a group structure: If you want to deactivate or remove the customer, go to the Customer information tab and unmark checkbox under Group structure.

• Customer has an ongoing KYC : A customer with an active KYC monitoring cannot be deactivated or deleted. You need to deactivate the KYC before you can proceed.

Relaterade avsnitt

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