Deleting, Archiving & Restoring Customers

The Customer Profiles have two status; Active and Inactive. 

A customer cannot be set to Inactive if they have any direct debit schedules that aren't cancelled or have a BPAY reference number generated. Once they are set to Inactive, they will not appear anywhere in your Portal. 

Set Customer to Inactive
Click on Customers from your left side menu panel
Click on Search > enter your Customers name > Apply
Click on the result 
On the left you will see a slider button pointing at Active 
Slide this to the left to Inactive 

Find and Restore and Inactive Customer 
Click on Customers from your left side menu panel
Click on Search > enter your Customers name > Status Inactive > Apply
Click on the result 
On the left you will see a slider button pointing at Inactive 
Slide this to the right to Active 

Edit Customer Profile
Click on Customers from your left side menu panel
Click on Search > enter your Customers name > Apply
Click on the result 
Click on the Pen Icon and make your changes > Save. 

 

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