Help Center

Search
Generic filters

A client no longer works with my agency. What should I do?

On the clients page, navigate to the client’s card and click ‘Deactivate’ in the top right. The client record will become inactive and sort to the bottom of the client list. All past transactions associated with that client will still be viewable on the Payments page. 

You can re-activate the client by following the same procedure.

Contact Us

Your email address will not be published. Required fields are marked with *

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.